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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
MCCA
351
Mill Creek Capital Advisors
Pennsylvania
$8.04M +$1.46K +48 +0%
SFG
352
Snider Financial Group
Washington
$8.03M +$54.9K +1,801 +0.7%
VFS
353
Valpey Financial Services
New Hampshire
$8.02M -$416K -13,648 -5%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$8.01M -$611K -20,047 -7%
TI
355
Truepoint Inc
Ohio
$7.98M -$271K -8,906 -3%
EWA
356
Exencial Wealth Advisors
Oklahoma
$7.93M -$246K -8,061 -3%
VAS
357
Vestmark Advisory Solutions
Massachusetts
$7.8M +$2.09M +68,529 +39%
DBRC
358
D.B. Root & Company
Pennsylvania
$7.78M +$727K +23,865 +11%
BBWP
359
Beacon Bridge Wealth Partners
Pennsylvania
$7.73M +$483K +15,832 +7%
AF
360
Amara Financial
California
$7.71M -$10.8K -353 -0.1%
CA
361
Claro Advisors
Massachusetts
$7.57M +$160K +5,251 +2%
JPLA
362
Joseph P. Lucia & Associates
New York
$7.56M -$75.6K -2,480 -1%
CFO
363
CVA Family Office
Colorado
$7.46M +$2.05M +67,117 +40%
ACA
364
Aptus Capital Advisors
Alabama
$7.44M -$229K -7,529 -3%
GWM
365
GSB Wealth Management
Connecticut
$7.42M +$747K +24,523 +12%
TF
366
Tompkins Financial
New York
$7.4M +$7.07M +232,016 New
Betterment LLC
367
Betterment LLC
New York
$7.38M +$400K +13,136 +6%
IFWM
368
Institute for Wealth Management
Colorado
$7.37M -$269K -8,820 -4%
SMC
369
Smith, Moore & Co
Missouri
$7.35M +$272K +8,936 +4%
HA
370
HC Advisors
Georgia
$7.33M +$1.03M +33,766 +17%
CAG
371
Csenge Advisory Group
Florida
$7.31M +$283K +9,291 +4%
LAM
372
L2 Asset Management
Massachusetts
$7.25M +$2.31M +75,727 +50%
LCM
373
Liberty Capital Management
Michigan
$7.22M +$172K +5,629 +3%
FVWA
374
Foster Victor Wealth Advisors
South Carolina
$7.21M +$3.62M +118,630 +112%
NDSI
375
Newman Dignan & Sheerar Inc
Rhode Island
$7.19M -$154K -5,057 -2%

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.