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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
CFG
301
Certior Financial Group
Pennsylvania
$10.8M +$367K +12,056 +4%
DFA
302
DHJJ Financial Advisors
Illinois
$10.7M -$82K -2,689 -0.8%
CCM
303
Coldstream Capital Management
Washington
$10.6M -$101K -3,323 -1%
MMHP
304
Murphy Middleton Hinkle & Parker
Georgia
$10.5M +$1.41M +46,413 +16%
CAM
305
Cresset Asset Management
Illinois
$10.5M +$75.8K +2,488 +0.8%
CAC
306
Certified Advisory Corp
Florida
$10.4M +$161K +5,287 +2%
KW
307
Keyvantage Wealth
Pennsylvania
$10.4M -$504K -16,529 -5%
IC
308
IEQ Capital
California
$10.3M -$22K -723 -0.2%
AWM
309
Apex Wealth Management
New Hampshire
$10.3M -$56K -1,837 -0.6%
MWM
310
Maridea Wealth Management
New York
$10.3M +$1.03M +33,887 +12%
PA
311
PFG Advisors
Arizona
$10.3M +$9.82M +322,212 New
MA
312
MBA Advisors
Pennsylvania
$10.1M -$186K -6,094 -2%
VFA
313
Valeo Financial Advisors
Indiana
$10.1M +$13.8K +453 +0.1%
DC
314
Davenport & Co
Virginia
$10.1M +$1.36M +44,646 +16%
SFMG
315
Sage Financial Management Group
Virginia
$9.92M -$142K -4,655 -1%
BCIM
316
Bishop & Co Investment Management
Pennsylvania
$9.87M -$267K -8,763 -3%
EE
317
EWG Elevate
California
$9.8M -$474K -15,550 -5%
MCA
318
MSH Capital Advisors
Arizona
$9.8M +$468K +15,357 +5%
CFA
319
Cahill Financial Advisors
Minnesota
$9.79M +$664K +21,796 +8%
ACA
320
Affinity Capital Advisors
California
$9.78M -$32.6K -1,069 -0.4%
CSF
321
Capital Squared Financial
Maryland
$9.76M +$972K +31,907 +12%
BBA
322
BLB&B Advisors
Pennsylvania
$9.74M -$1.22M -40,180 -12%
FLPIM
323
F.L. Putnam Investment Management
Massachusetts
$9.72M -$4.24M -138,982 -31%
Bank of New York Mellon
324
Bank of New York Mellon
New York
$9.63M +$143K +4,698 +2%
ISWM
325
Independent Solutions Wealth Management
New York
$9.62M +$101K +3,300 +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.