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Schwab US Large-Cap Growth ETF

1,506 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 642 increasing their positions, 524 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.56M

125% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 524

13% more capital invested

Capital invested by funds: $23.5B → $26.6B (+$3.1B)

3% more funds holding

Funds holding: 1,4611,506 (+45)

1.84% less ownership

Funds ownership: 53.04%51.19% (-1.8%)

4% less funds holding in top 10

Funds holding in top 10: 228219 (-9)

Holders
1,506
Holders Change
+45
Holders Change %
+3.08%
% of All Funds
19.76%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
2.87%
New
128
Increased
642
Reduced
524
Closed
57
Calls
$17.2M
Puts
$3.56M
Net Calls
+$13.6M
Net Calls Change
+$780K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
251
D.A. Davidson & Co
Montana
$14.2M +$89.7K +2,943 +0.7%
DFP
252
Defined Financial Planning
California
$14.2M +$1.36M +44,566 +11%
NLWP
253
Next Level Wealth Planning
Idaho
$14.2M +$599K +19,641 +5%
EFG
254
Everhart Financial Group
Ohio
$14.1M +$80.7K +2,647 +0.6%
PIP
255
Peachtree Investment Partners
Florida
$14.1M +$2.7M +88,628 +25%
CKAIS
256
Christensen King & Associates Investment Services
Washington
$14M -$66.6K -2,186 -0.5%
PF
257
Prosperitas Financial
California
$13.9M +$23.8K +780 +0.2%
ACS
258
Archford Capital Strategies
Illinois
$13.9M +$5.72M +187,743 +76%
FIA
259
Foundations Investment Advisors
Arizona
$13.9M +$805K +26,400 +6%
GA
260
Guerra Advisors
Florida
$13.8M -$975K -32,002 -7%
AZ
261
Alpha Zero
Florida
$13.7M +$507K +16,648 +4%
SF
262
Schaeffer Financial
Maryland
$13.6M +$145K +4,767 +1%
FWA
263
FSM Wealth Advisors
Ohio
$13.6M +$919K +30,140 +8%
JWCA
264
J.W. Cole Advisors
Florida
$13.5M +$1.72M +56,453 +15%
AIP
265
Almanack Investment Partners
Pennsylvania
$13.2M -$11.2M -366,127 -47%
FWS
266
FinDec Wealth Services
California
$13.1M -$1.27M -41,656 -9%
OWM
267
Opes Wealth Management
California
$13.1M +$54.2K +1,779 +0.4%
BP
268
Broadleaf Partners
Ohio
$13.1M -$2.07M -67,961 -14%
RW
269
Regimen Wealth
Georgia
$13.1M -$92K -3,018 -0.7%
LFP
270
Leeward Financial Partners
Washington
$13M +$307K +10,060 +3%
PSCM
271
Per Stirling Capital Management
Texas
$12.8M +$10.5K +344 +0.1%
IFG
272
Independent Financial Group
California
$12.7M +$458K +15,028 +4%
IA
273
IFS Advisors
Kansas
$12.6M -$238K -7,805 -2%
PWA
274
Portus Wealth Advisors
North Carolina
$12.5M +$12M +393,146 New
IAN
275
Integrated Advisors Network
Texas
$12.5M -$376K -12,327 -3%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2025, worth a combined $26.6B — up 13% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SCHG positions and 57 closed out — a net gain of 71 holders — while 642 added to existing stakes and 524 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $489M. The largest seller was Financial Engines Advisors, cutting an estimated $78.8M.

  • 1,506 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2025, up from 1,461 in Q2 2025.
  • Funds reported $26.6B of Schwab US Large-Cap Growth ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 128 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2025 and 57 closed out, a net change of +71 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $489M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2025 was Financial Engines Advisors, an estimated $78.8M sold.

Based on aggregated 13F filings for Q3 2025.