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
WCM
676
Whitener Capital Management
North Carolina
$1.76M +$201K +6,591 +14%
CIC
677
Carnegie Investment Counsel
Ohio
$1.75M +$2.5K +82 +0.1%
JCFM
678
JBR Co Financial Management
Oklahoma
$1.74M +$193K +6,319 +13%
MWM
679
MFG Wealth Management
Indiana
$1.74M +$1.66M +54,623 New
SQA
680
Simon Quick Advisors
New Jersey
$1.74M +$1.43K +47 +0.1%
FSA
681
Fort Sheridan Advisors
Illinois
$1.71M +$161K +5,268 +11%
KFGK
682
Keystone Financial Group (Kentucky)
Kentucky
$1.7M -$36.2K -1,187 -2%
LAS
683
Lloyd Advisory Services
Georgia
$1.7M +$1.62M +53,149 New
KJWM
684
Kiley Juergens Wealth Management
Washington
$1.67M +$80.2K +2,630 +5%
SG
685
StoneX Group
New York
$1.66M -$922K -30,246 -37%
BIS
686
BG Investment Services
Guam
$1.65M +$1.27M +41,828 +417%
OFG
687
Oxford Financial Group
Indiana
$1.65M +$61 +2 +0%
TIAA Trust, National Association
688
TIAA Trust, National Association
North Carolina
$1.65M +$61 +2 +0%
TWP
689
Tyche Wealth Partners
Texas
$1.65M +$1.57M +51,584 New
JWM
690
JFG Wealth Management
Colorado
$1.65M -$54.8K -1,797 -3%
AMCA
691
Arthur M. Cohen & Associates
Illinois
$1.62M
AWM
692
Arista Wealth Management
Nevada
$1.61M
OAS
693
Optivise Advisory Services
Tennessee
$1.6M +$19.8K +650 +1%
WWA
694
WCG Wealth Advisors
Nevada
$1.6M +$70.5K +2,314 +5%
SWM
695
Segment Wealth Management
Texas
$1.6M -$92.5K -3,034 -6%
CG
696
Cynosure Group
Utah
$1.59M +$493K +16,190 +48%
CAL
697
Capital Analysts LLC
Pennsylvania
$1.58M +$24.6K +806 +2%
SWM
698
Sculati Wealth Management
Michigan
$1.58M -$4.14K -136 -0.3%
SAG
699
SageView Advisory Group
California
$1.58M -$33.4K -1,097 -2%
SNBOSD
700
Security National Bank of So Dak
Iowa
$1.58M -$7.77K -255 -0.5%

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.