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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
MIM
376
Macroview Investment Management
Maryland
$7.17M +$385K +12,647 +6%
GG
377
Gleason Group
Kentucky
$7.17M -$482K -15,828 -7%
WIA
378
Westbourne Investment Advisors
Maryland
$7.13M +$765K +25,096 +13%
QCM
379
Quantinno Capital Management
New York
$7.09M +$2.11M +69,374 +45%
FWM
380
Fingerlakes Wealth Management
New York
$6.96M +$706K +23,155 +12%
RPGK
381
Retirement Planning Group (Kansas)
Kansas
$6.94M -$282K -9,261 -4%
HAS
382
HBW Advisory Services
California
$6.93M +$2.04M +66,988 +45%
PFA
383
Pinnacle Family Advisors
Missouri
$6.91M +$198K +6,501 +3%
NA
384
Nestegg Advisors
New York
$6.89M +$432K +14,189 +7%
CW
385
CreativeOne Wealth
Kansas
$6.88M -$3.43M -112,642 -34%
AWA
386
Acorn Wealth Advisors
Michigan
$6.85M +$1.32M +43,266 +25%
IAS
387
IMA Advisory Services
Colorado
$6.84M -$416K -13,651 -6%
CA
388
Clearstead Advisors
Ohio
$6.77M -$162K -5,303 -2%
SAMC
389
Spectrum Asset Management (California)
California
$6.77M +$31.9K +1,048 +0.5%
CFD
390
Creative Financial Designs
Indiana
$6.75M -$97.5K -3,198 -1%
JWA
391
JFS Wealth Advisors
Pennsylvania
$6.72M -$117K -3,847 -2%
SPIA
392
Steward Partners Investment Advisory
New York
$6.71M +$380K +12,452 +6%
CCA
393
Cypress Capital Advisors
Tennessee
$6.7M +$1.32M +43,465 +26%
William Blair & Company
394
William Blair & Company
Illinois
$6.57M +$1.44M +47,106 +30%
SOS
395
Silver Oak Securities
Tennessee
$6.54M +$2.47M +81,099 +65%
FWA
396
Flagship Wealth Advisors
Massachusetts
$6.5M +$2.08M +68,389 +51%
FFS
397
Founders Financial Securities
Maryland
$6.32M -$114K -3,756 -2%
WANY
398
Wealthspire Advisors (New York)
New York
$6.3M +$116K +3,812 +2%
NRI
399
NFP Retirement Inc
California
$6.3M +$1.7M +55,773 +39%
MMH
400
Menora Mivtachim Holdings
Israel
$6.28M

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.