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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
AAS
276
Asset Allocation Strategies
Michigan
$12.5M +$697K +22,869 +6%
AWM
277
Accel Wealth Management
Iowa
$12.4M +$1.83M +59,958 +18%
MBI
278
May Barnhard Investments
Maryland
$12.4M -$573K -18,788 -5%
TWM
279
TriaGen Wealth Management
California
$12.2M +$143K +4,707 +1%
CPA
280
Clear Point Advisors
New York
$12.2M -$73.5K -2,411 -0.6%
RMC
281
Ring Mountain Capital
California
$12M +$78.3K +2,569 +0.7%
FWP
282
FAS Wealth Partners
Kansas
$11.9M -$605K -19,835 -5%
HWMC
283
Heritage Wealth Management (California)
California
$11.9M -$561K -18,393 -5%
CA
284
Calton & Associates
Florida
$11.7M +$3.32M +109,088 +42%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$11.6M +$361K +11,851 +3%
CPIG
286
Chicago Partners Investment Group
Illinois
$11.5M +$809K +26,548 +8%
AQR Capital Management
287
AQR Capital Management
Connecticut
$11.5M +$4.55M +149,288 +70%
WF
288
Womack Financial
Texas
$11.5M +$311K +10,194 +3%
AWM
289
AE Wealth Management
Kansas
$11.5M +$763K +25,043 +7%
PAG
290
Powers Advisory Group
Illinois
$11.3M +$834K +27,364 +8%
HBS
291
Howard Bailey Securities
Indiana
$11.2M -$87.7K -2,877 -0.8%
SWP
292
Stratos Wealth Partners
Ohio
$11.2M +$2.95M +96,942 +38%
MFG
293
Mainsail Financial Group
Washington
$11.1M +$202K +6,613 +2%
AWM
294
Apollon Wealth Management
South Carolina
$11M +$1.13M +36,973 +12%
MAM
295
McCarthy Asset Management
California
$11M +$150K +4,907 +1%
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
$11M +$10.5M +344,608 New
IWM
297
IHT Wealth Management
Illinois
$11M -$2.07M -67,798 -16%
FF
298
Fairway Financial
Florida
$11M +$34.9K +1,145 +0.3%
SCP
299
Shorepoint Capital Partners
Massachusetts
$10.9M +$10.5M +343,080 New
ATWA
300
Arbor Trust Wealth Advisors
Michigan
$10.9M +$118K +3,865 +1%

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.