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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
FWP
476
Forefront Wealth Partners
Texas
$4.33M +$2.74M +90,006 +198%
Wealthfront Advisers
477
Wealthfront Advisers
California
$4.31M +$864K +28,347 +27%
GPA
478
Guerra Pan Advisors
New Jersey
$4.31M +$91 +3 +0%
LW
479
Linscomb Wealth
Texas
$4.3M -$1.31K -43 -0%
BBW
480
Blue Barn Wealth
Utah
$4.28M -$371K -12,185 -8%
FSA
481
Financial Services Advisory
Maryland
$4.28M -$108K -3,532 -3%
BOPW
482
Brandywine Oak Private Wealth
Pennsylvania
$4.25M +$152K +4,988 +4%
BCM
483
Barden Capital Management
Texas
$4.24M -$115K -3,781 -3%
LIM
484
Leavell Investment Management
Alabama
$4.22M -$26.4K -866 -0.7%
FWA
485
FSC Wealth Advisors
New York
$4.2M -$26.3K -863 -0.7%
PCA
486
Pallas Capital Advisors
Massachusetts
$4.2M -$137K -4,479 -3%
DIA
487
Dana Investment Advisors
Wisconsin
$4.19M -$32K -1,051 -0.8%
KAS
488
KPP Advisory Services
Kentucky
$4.17M +$100K +3,288 +3%
Northern Trust
489
Northern Trust
Illinois
$4.14M +$380K +12,474 +11%
SAM
490
Secure Asset Management
Michigan
$4.13M +$1.52M +49,883 +63%
RBWA
491
RFG - Bristol Wealth Advisors
Massachusetts
$4.12M +$90.1K +2,957 +2%
QWP
492
Quotient Wealth Partners
Texas
$4.1M -$57.8K -1,895 -1%
MMCM
493
Murphy & Mullick Capital Management
New York
$4.09M +$243K +7,985 +7%
AIM
494
Athena Investment Management
California
$4.09M -$122 -4 -0%
Baird Financial Group
495
Baird Financial Group
Wisconsin
$4.07M -$336K -11,013 -8%
Corient Private Wealth
496
Corient Private Wealth
Florida
$4.06M -$1.13M -37,166 -23%
JGCM
497
Joseph Group Capital Management
Ohio
$4.05M +$317K +10,409 +9%
OFS
498
OneAscent Financial Services
Alabama
$4.02M -$596K -19,571 -13%
ADL
499
Asset Dedication LLC
California
$3.98M -$299K -9,810 -7%
GG
500
GenWealth Group
New Jersey
$3.98M -$81.2K -2,664 -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.