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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
VW
501
Veridan Wealth
Oregon
$3.94M +$3.77M +123,569 New
AA
502
Aire Advisors
California
$3.86M -$33K -1,084 -0.9%
NHT
503
New Hampshire Trust
New Hampshire
$3.83M +$1.22M +40,048 +50%
MCC
504
Money Concepts Capital
Florida
$3.82M -$1.99M -65,141 -35%
TWP
505
Tempus Wealth Planning
California
$3.79M +$222K +7,288 +7%
TYCC
506
Texas Yale Capital Corp
Florida
$3.78M +$183K +6,000 +5%
DAS
507
Diversify Advisory Services
Utah
$3.77M +$942K +30,911 +38%
Janney Montgomery Scott
508
Janney Montgomery Scott
Pennsylvania
$3.76M +$252K +8,260 +8%
NL
509
NWAM LLC
Washington
$3.71M -$42.1K -1,381 -1%
GWM
510
Geneos Wealth Management
Colorado
$3.7M -$20.7M -679,249 -85%
IAA
511
Independent Advisor Alliance
North Carolina
$3.68M -$29.4K -964 -0.8%
CRC
512
Curi RMB Capital
Illinois
$3.65M -$57.4K -1,883 -2%
WFS
513
WealthGarden F.S.
California
$3.63M +$170K +5,569 +5%
DE
514
Diversified Enterprises
Delaware
$3.62M -$281K -9,232 -8%
BFM
515
Broadview Financial Management
Wisconsin
$3.61M -$90.8K -2,979 -3%
LIA
516
LifePlan Investment Advisors
North Carolina
$3.59M -$37.8K -1,240 -1%
RFM
517
Royal Fund Management
Florida
$3.59M -$6.09M -199,792 -64%
PJSIMP
518
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.57M +$720K +23,635 +27%
FA
519
FC Advisory
Pennsylvania
$3.51M +$16K +525 +0.5%
B
520
Bensler
Washington
$3.51M -$123K -4,044 -4%
EWM
521
Empirical Wealth Management
Washington
$3.5M -$7.56K -248 -0.2%
KFP
522
KMG Fiduciary Partners
Ohio
$3.49M -$372K -12,207 -10%
BRWA
523
B. Riley Wealth Advisors
Florida
$3.46M +$1.01M +33,155 +44%
AFA
524
AllGen Financial Advisors
Florida
$3.44M -$669K -21,966 -17%
AC
525
Apella Capital
Connecticut
$3.43M +$2.05M +67,334 +165%

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.