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
EWA
601
EverSource Wealth Advisors
Alabama
$2.4M +$1.71M +56,086 +294%
SA
602
Strategic Advocates
Utah
$2.4M -$12.9K -423 -0.6%
CHA
603
Cooper/Haims Advisors
New York
$2.38M +$152 +5 +0%
CFP
604
Comprehensive Financial Planning
Pennsylvania
$2.38M +$480K +15,765 +27%
DSC
605
Duncker Streett & Co
Missouri
$2.37M -$4.97K -163 -0.2%
ONB
606
Old National Bancorp
Indiana
$2.36M
SA
607
Strategic Advisors
New York
$2.36M -$65.7K -2,155 -3%
CWM
608
Cornerstone Wealth Management
Missouri
$2.36M +$58.4K +1,917 +3%
SCA
609
Snowden Capital Advisors
New York
$2.35M -$300K -9,842 -12%
MC
610
McCarthy & Cox
Ohio
$2.34M +$79.2K +2,598 +4%
MF
611
Montis Financial
Massachusetts
$2.34M -$24.9K -816 -1%
Natixis Advisors
612
Natixis Advisors
Massachusetts
$2.34M +$247K +8,112 +12%
BA
613
Bristlecone Advisors
Washington
$2.34M +$762 +25 +0%
WPC
614
Wedmont Private Capital
Pennsylvania
$2.34M +$180K +5,901 +9%
CM
615
Columbus Macro
Pennsylvania
$2.33M -$7.47K -245 -0.3%
RWM
616
Reston Wealth Management
Virginia
$2.32M -$40K -1,314 -2%
AGC
617
Aspen Grove Capital
Colorado
$2.32M -$44.5K -1,459 -2%
TC
618
Tenret Company
Florida
$2.31M
JIR
619
James Investment Research
Ohio
$2.31M +$268K +8,780 +14%
RWRC
620
R.W. Roge & Company
New York
$2.3M -$23K -756 -1%
BFA
621
Beaumont Financial Advisors
Massachusetts
$2.3M
MFF
622
Michels Family Financial
Texas
$2.29M +$88.3K +2,898 +4%
PNC Financial Services Group
623
PNC Financial Services Group
Pennsylvania
$2.28M +$204K +6,695 +10%
CIAS
624
Capital Investment Advisory Services
North Carolina
$2.27M +$33.3K +1,094 +2%
BBPWM
625
Blue Bell Private Wealth Management
Pennsylvania
$2.27M +$16.3K +535 +0.8%

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.