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
S
651
Sachetta
Massachusetts
$1.93M -$20.1K -660 -1%
RI
652
Rinkey Investments
California
$1.92M
IRC
653
Investors Research Corp
Georgia
$1.92M +$76.9K +2,524 +4%
SFC
654
Sprinkle Financial Consultants
Colorado
$1.9M +$3.69K +121 +0.2%
NEPWA
655
New England Private Wealth Advisors
Massachusetts
$1.9M +$122 +4 +0%
SCP
656
Stevens Capital Partners
Nebraska
$1.88M +$113K +3,692 +7%
LPAM
657
Lodestar Private Asset Management
California
$1.88M -$819K -26,888 -31%
PC
658
Payne Capital
Oregon
$1.88M +$1.79M +58,879 New
SA
659
Stewardship Advisors
Pennsylvania
$1.88M -$144K -4,740 -7%
MCM
660
MidAtlantic Capital Management
Virginia
$1.87M -$183 -6 -0%
GHA
661
GW Henssler & Associates
Georgia
$1.86M -$154K -5,058 -8%
FC
662
Financial Consulate
Maryland
$1.86M +$1.01K +33 +0.1%
Brown Advisory
663
Brown Advisory
Maryland
$1.86M +$65.1K +2,137 +4%
Comerica Bank
664
Comerica Bank
Texas
$1.85M -$17.2K -563 -1%
B
665
Bailard
California
$1.84M
RFN
666
RDA Financial Network
Iowa
$1.83M +$503K +16,498 +40%
YLHM
667
Yelin Lapidot Holdings Management
Israel
$1.82M
AA
668
Ancora Advisors
Ohio
$1.82M -$81.1K -2,661 -4%
PFS
669
Prospect Financial Services
New York
$1.82M +$180K +5,907 +12%
PVI
670
Pine Valley Investments
New Jersey
$1.81M -$83.2K -2,729 -5%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$1.8M +$159K +5,205 +10%
RIS
672
Retirement Income Solutions
Michigan
$1.79M
AAS
673
Ameritas Advisory Services
Nebraska
$1.79M -$4.4M -144,216 -72%
CAWM
674
Capital Advisors Wealth Management
Washington
$1.78M +$39.4K +1,293 +2%
FCB
675
First County Bank
Connecticut
$1.78M +$100K +3,293 +6%

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.