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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
CCFM
626
Clear Creek Financial Management
Washington
$2.22M +$850K +27,881 +67%
AP
627
Appleton Partners
Massachusetts
$2.21M -$137K -4,505 -6%
QWM
628
Quadcap Wealth Management
Texas
$2.21M -$123K -4,039 -6%
CTA
629
Chesley Taft & Associates
Illinois
$2.18M
MWA
630
Medallion Wealth Advisors
Connecticut
$2.17M +$282K +9,256 +16%
AWP
631
Atlas Wealth Partners
Pennsylvania
$2.15M +$224K +7,346 +12%
EWP
632
Equity Wealth Partners
Missouri
$2.14M +$2.05M +67,184 New
AWE
633
Avidian Wealth Enterprises
Texas
$2.14M -$20.1K -658 -1%
TA
634
Tactive Advisors
Florida
$2.14M +$96.1K +3,153 +5%
CS
635
Crescent Sterling
Louisiana
$2.14M +$13.8K +453 +0.7%
SIAG
636
Signet Investment Advisory Group
Rhode Island
$2.13M -$36.7K -1,205 -2%
BPW
637
BLVD Private Wealth
Kentucky
$2.1M -$79.8K -2,619 -4%
WP
638
Westmount Partners
California
$2.08M +$396 +13 +0%
IA
639
IFG Advisory
Georgia
$2.07M +$129K +4,227 +7%
PPC
640
Park Place Capital
Alabama
$2.07M +$23.6K +773 +1%
AC
641
AlphaCore Capital
California
$2.05M +$134K +4,409 +7%
IAP
642
Indie Asset Partners
Indiana
$2.05M +$12.2K +400 +0.6%
SWP
643
Strategic Wealth Partners
Ohio
$2.04M +$1.93M +63,436 +17,621%
JWBC
644
John W. Brooker & Co
California
$2.02M +$2.16K +71 +0.1%
CIA
645
Capital Investment Advisors
Georgia
$1.99M -$8.29K -272 -0.4%
AWM
646
Axxcess Wealth Management
California
$1.96M +$461K +15,123 +33%
KF
647
K2 Financial
California
$1.95M +$334K +10,972 +22%
PWMG
648
Prestige Wealth Management Group
New Jersey
$1.95M -$65.4K -2,145 -3%
IF
649
Integrity Financial
Wyoming
$1.95M +$347K +11,373 +23%
HA
650
Herold Advisors
New York
$1.94M +$195K +6,388 +12%

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.