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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
19.77%
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
RWM
26
RMG Wealth Management
Wisconsin
$159M +$4.73M +155,163 +3%
TWM
27
Thrive Wealth Management
Pennsylvania
$159M -$3.34M -109,477 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$158M +$2.8M +91,996 +2%
FFN
29
Focus Financial Network
Minnesota
$151M -$2.19M -71,787 -1%
Wells Fargo
30
Wells Fargo
California
$140M +$17.1M +559,821 +15%
CCMG
31
Clark Capital Management Group
Pennsylvania
$139M -$8.13M -266,829 -6%
MAM
32
Marquette Asset Management
Minnesota
$137M -$477K -15,653 -0.4%
BPA
33
Beacon Pointe Advisors
California
$116M -$241K -7,922 -0.2%
HWA
34
HHM Wealth Advisors
Tennessee
$115M -$4.57M -150,084 -4%
GRR
35
Golden Reserve Retirement
Ohio
$115M +$14.3M +469,943 +15%
KF
36
Krilogy Financial
Missouri
$106M +$8.15M +267,393 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$105M +$7.38M +242,169 +8%
PAS
38
Park Avenue Securities
New York
$103M +$13.4M +439,909 +16%
Truist Financial
39
Truist Financial
North Carolina
$103M +$4.14M +135,969 +4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$99.2M -$1.82M -59,808 -2%
RRWA
41
Rainey & Randall Wealth Advisors
Florida
$98.5M -$91.9K -3,016 -0.1%
AssetMark Inc
42
AssetMark Inc
California
$98.4M -$3.78M -123,998 -4%
Cerity Partners
43
Cerity Partners
New York
$97.2M -$2.29M -75,157 -2%
FA
44
Financial Advisors
Massachusetts
$93.8M -$3.18M -104,337 -3%
LFS
45
Legacy Financial Strategies
Kansas
$92.8M -$1.53M -50,209 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$91.5M -$307K -10,061 -0.3%
Lido Advisors
47
Lido Advisors
California
$79M +$59.6M +1,956,695 +377%
WA
48
Waverly Advisors
Alabama
$76.6M +$449K +14,735 +0.6%
HWM
49
HRC Wealth Management
Idaho
$72.4M +$62.3K +2,043 +0.1%
BFG
50
Berger Financial Group
Minnesota
$72.4M -$118K -3,873 -0.2%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,619 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.