We are live on ! Find out more
SCHG icon

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
WRPWM
576
Werba Rubin Papier Wealth Management
California
$2.67M -$33.3K -1,091 -1%
BlackRock
577
BlackRock
New York
$2.66M +$1.21M +39,673 +91%
ST
578
Smithfield Trust
Pennsylvania
$2.64M -$76.4K -2,507 -3%
TC
579
TFR Capital
Texas
$2.62M +$27.3K +896 +1%
PFS
580
Prospera Financial Services
Texas
$2.61M -$45.4K -1,488 -2%
HC
581
Hurley Capital
New York
$2.61M +$1.98K +65 +0.1%
PFA
582
Petra Financial Advisors
Colorado
$2.59M +$105K +3,458 +4%
HSA
583
HBK Sorce Advisory
Pennsylvania
$2.57M +$164K +5,378 +7%
VFIC
584
Valley Forge Investment Consultants
Pennsylvania
$2.57M +$223K +7,302 +10%
PWS
585
Precision Wealth Strategies
Missouri
$2.57M -$4.3M -141,081 -64%
WI
586
Westbourne Investments
Virginia
$2.55M -$324K -10,643 -12%
MCWS
587
McKinley Carter Wealth Services
West Virginia
$2.55M -$42.1K -1,380 -2%
MC
588
Moors & Cabot
Massachusetts
$2.54M +$197K +6,450 +9%
AIA
589
Aventus Investment Advisors
Florida
$2.52M -$60.8K -1,996 -2%
SEIA
590
Signature Estate & Investment Advisors
California
$2.52M +$550K +18,059 +30%
FPL
591
Fortress Private Ledger
North Carolina
$2.51M +$26.1K +856 +1%
WC
592
Waterloo Capital
Texas
$2.5M -$29.9K -982 -1%
AIM
593
Advyzon Investment Management
Illinois
$2.49M +$902K +29,586 +61%
OPA
594
Old Port Advisors
Maine
$2.49M -$104K -3,407 -4%
SWM
595
Spire Wealth Management
Virginia
$2.48M +$439K +14,389 +23%
LA
596
LexAurum Advisors
Kansas
$2.48M -$330K -10,828 -12%
AA
597
Apriem Advisors
California
$2.48M +$3.38K +111 +0.1%
MWP
598
Madison Wealth Partners
Wisconsin
$2.45M +$15.6K +513 +0.7%
TAM
599
Townsend Asset Management
North Carolina
$2.41M -$727K -23,861 -24%
RSWA
600
Robinson Smith Wealth Advisors
Maine
$2.4M -$23.6K -773 -1%

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.