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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
OBWG
551
Onyx Bridge Wealth Group
New York
$3.12M +$2.98M +97,812 New
MAM
552
Milestone Asset Management
Pennsylvania
$3.11M +$778K +25,520 +35%
SWA
553
Sightline Wealth Advisors
Connecticut
$3.1M +$320K +10,501 +12%
MCA
554
Millennium Capital Advisors
Arkansas
$3.1M -$279K -9,159 -9%
JHC
555
J. Hagan Capital
Kentucky
$3.06M +$110K +3,606 +4%
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$3.03M +$38.4K +1,259 +1%
KBFS
557
Kohmann Bosshard Financial Services
Ohio
$3.02M -$2.29M -75,123 -44%
SFWA
558
Summit Financial Wealth Advisors
Louisiana
$3.02M -$110K -3,603 -4%
CWA
559
Crux Wealth Advisors
California
$2.97M -$1.46K -48 -0.1%
SPI
560
Santori & Peters Inc
Pennsylvania
$2.96M -$233K -7,634 -8%
HWM
561
Heirloom Wealth Management
Colorado
$2.95M -$643K -21,091 -19%
B
562
Birchbrook
Maine
$2.94M -$41.3K -1,354 -1%
PCWA
563
Pacific Capital Wealth Advisors
California
$2.94M -$183 -6 -0%
JSL
564
JT Stratford LLC
Georgia
$2.91M +$285K +9,349 +11%
HFA
565
Hershey Financial Advisers
Pennsylvania
$2.89M -$571K -18,721 -17%
SCA
566
Scott Capital Advisors
Oregon
$2.87M -$22.5K -737 -0.8%
ACG
567
Allen Capital Group
Nebraska
$2.86M +$298K +9,780 +12%
AIM
568
Avity Investment Management
Connecticut
$2.76M +$1.14M +37,325 +76%
HFA
569
Highland Financial Advisors
New Jersey
$2.75M
SMA
570
Sage Mountain Advisors
Georgia
$2.75M
BWMG
571
Barnes Wealth Management Group
California
$2.73M -$48.2K -1,582 -2%
UAG
572
United Advisor Group
Ohio
$2.72M +$3.23K +106 +0.1%
VCM
573
Virtue Capital Management
Tennessee
$2.71M +$3.14M +103,005 New
TVM
574
True Vision MN
Minnesota
$2.71M -$8.9K -292 -0.3%
BCM
575
Becker Capital Management
Oregon
$2.7M -$69.8K -2,290 -3%

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.