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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
BWM
451
Brown Wealth Management
Illinois
$4.86M -$58.9K -1,933 -1%
BF
452
Baring Financial
Washington
$4.84M +$363K +11,911 +9%
TF
453
Trek Financial
Arizona
$4.83M +$273K +8,973 +6%
PAS
454
Parsonex Advisory Services
Colorado
$4.82M +$15.6K +513 +0.3%
SF
455
Synovus Financial
Georgia
$4.8M -$333K -10,917 -7%
PWSG
456
Pacific Wealth Strategies Group
California
$4.79M +$357K +11,723 +8%
LWM
457
Latko Wealth Management
Illinois
$4.74M +$1.02M +33,609 +29%
AT
458
Arlington Trust
Alabama
$4.65M
CCWM
459
Cassaday & Co Wealth Management
Virginia
$4.63M +$497K +16,318 +13%
GIA
460
Gladstone Institutional Advisory
Florida
$4.61M +$92.7K +3,042 +2%
BFS
461
BridgePort Financial Solutions
Iowa
$4.6M +$501K +16,433 +13%
FA
462
Fagan Associates
New York
$4.56M +$8.11K +266 +0.2%
QAM
463
Q3 Asset Management
Michigan
$4.5M +$4.3M +141,160 New
EFG
464
Embree Financial Group
Illinois
$4.5M -$50.3K -1,650 -1%
MMA
465
Miracle Mile Advisors
California
$4.48M +$95.8K +3,145 +2%
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$4.48M +$470K +15,410 +12%
AA
467
Advisory Alpha
Michigan
$4.47M +$174K +5,718 +4%
BMCM
468
Burns Matteson Capital Management
New York
$4.45M +$94K +3,083 +2%
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$4.44M -$242K -7,929 -5%
UWP
470
Uniting Wealth Partners
Kansas
$4.41M +$4.21M +138,161 New
CTC
471
Central Trust Company
Missouri
$4.4M +$4.16M +136,600 +10,451%
AT
472
American Trust
Kentucky
$4.37M +$125K +4,093 +3%
DT
473
Diversified Trust
Tennessee
$4.35M +$152 +5 +0%
Pathstone Holdings
474
Pathstone Holdings
New Jersey
$4.35M +$35.5K +1,165 +0.9%
CFG
475
Cooper Financial Group
California
$4.33M -$4.08M -133,769 -50%

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.