We are live on ! Find out more
SCHG icon

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
CI
401
CX Institutional
Indiana
$6.27M +$209K +6,868 +4%
SWM
402
Silverlake Wealth Management
Vermont
$6.21M +$381K +12,507 +7%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$6.17M -$112K -3,663 -2%
FA
404
Fermata Advisors
California
$6.16M +$1.51M +49,705 +35%
AWM
405
Avior Wealth Management
Nebraska
$6.15M -$119K -3,898 -2%
GFP
406
Guardian Financial Partners
California
$6.1M -$70.3K -2,307 -1%
SCM
407
Steele Capital Management
Iowa
$6.07M -$271K -8,884 -4%
OWM
408
Orgel Wealth Management
Wisconsin
$6.06M +$546K +17,921 +10%
FTS
409
Fifth Third Securities
Ohio
$5.86M -$399K -13,079 -7%
MFG
410
Magnus Financial Group
New York
$5.86M +$935K +30,672 +20%
RIA
411
Regal Investment Advisors
Michigan
$5.84M +$463K +15,206 +9%
AWA
412
Arkadios Wealth Advisors
Georgia
$5.81M -$317K -10,413 -5%
LIWM
413
Long Island Wealth Management
New York
$5.75M -$19.2K -630 -0.3%
CAG
414
Compass Advisory Group
New York
$5.69M -$520K -17,060 -9%
GRP
415
Global Retirement Partners
California
$5.67M -$19.8K -649 -0.4%
DWM
416
Diversify Wealth Management
Utah
$5.67M -$10.9K -359 -0.2%
ECML
417
Eagle Capital Management (Louisiana)
Louisiana
$5.66M +$106K +3,469 +2%
TFS
418
Thoroughbred Financial Services
Tennessee
$5.64M -$182K -5,975 -3%
DAS
419
Dynamic Advisor Solutions
Arizona
$5.63M -$2.81M -92,316 -34%
AC
420
Annandale Capital
Texas
$5.58M +$488 +16 +0.1%
HCM
421
Hengehold Capital Management
Ohio
$5.57M -$53.3K -1,748 -1%
MAS
422
Madden Advisory Services
Florida
$5.56M +$133K +4,352 +3%
CWM
423
Chesapeake Wealth Management
Virginia
$5.56M +$36.8K +1,206 +0.7%
WIA
424
Wealthedge Investment Advisors
New York
$5.54M +$91.8K +3,011 +2%
DWM
425
Dakota Wealth Management
Florida
$5.51M -$427K -14,011 -7%

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.