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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
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$3.43M +$1.5M +49,220 +85%
LFG
527
Larson Financial Group
Missouri
$3.42M +$66.3K +2,175 +2%
SCA
528
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M
NSG
529
Nalls Sherbakoff Group
Tennessee
$3.4M -$50K -1,642 -2%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$3.4M -$43.4K -1,425 -1%
BNMT
531
Bawa N Mallick Trust
New York
$3.4M
BAMG
532
Brand Asset Management Group
Missouri
$3.38M -$124K -4,070 -4%
AC
533
Avestar Capital
New York
$3.37M -$69.3K -2,275 -2%
ECM
534
Elgethun Capital Management
South Dakota
$3.35M +$3.2M +105,073 New
OPWM
535
Oxinas Partners Wealth Management
Indiana
$3.33M -$12.7K -416 -0.4%
Russell Investments Group
536
Russell Investments Group
United Kingdom
$3.32M +$79.2K +2,599 +3%
CCM
537
Condor Capital Management
New Jersey
$3.32M -$72.6K -2,383 -2%
CCM
538
Ciovacco Capital Management
Georgia
$3.32M -$54K -1,771 -2%
BL
539
BFSG LLC
California
$3.29M -$35.8K -1,176 -1%
BCA
540
Bay Colony Advisors
Massachusetts
$3.27M +$110K +3,599 +4%
AWMG
541
Alliance Wealth Management Group
New Jersey
$3.26M -$1.16K -38 -0%
TCM
542
Towercrest Capital Management
Pennsylvania
$3.26M -$1.16K -38 -0%
RWM
543
Revisor Wealth Management
Ohio
$3.22M -$84.8K -2,781 -3%
NF
544
Nikulski Financial
Iowa
$3.22M +$109K +3,563 +4%
CWA
545
Clearview Wealth Advisors
Oregon
$3.21M +$142K +4,665 +5%
CCG
546
Capital CS Group
California
$3.2M +$466K +15,300 +18%
AC
547
Avant Capital
Louisiana
$3.16M +$21.9K +718 +0.7%
MFG
548
Midwest Financial Group
Kansas
$3.16M +$727K +23,846 +32%
GPFA
549
Game Plan Financial Advisors
Ohio
$3.14M -$141K -4,620 -4%
S
550
SignatureFD
Georgia
$3.13M -$327K -10,725 -10%

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.