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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
VA
701
Valmark Advisers
Ohio
$1.57M +$210K +6,887 +16%
CCM
702
Cloud Capital Management
Washington
$1.55M +$30.7K +1,006 +2%
GSEP
703
Golden State Equity Partners
California
$1.55M -$11.3K -372 -0.8%
MA
704
Modus Advisors
Minnesota
$1.54M -$39.4K -1,292 -3%
TWCA
705
Two West Capital Advisors
Kansas
$1.54M +$143K +4,697 +11%
BWM
706
BCS Wealth Management
Tennessee
$1.53M -$331K -10,849 -18%
HWA
707
Heritage Wealth Architects
Minnesota
$1.52M -$191K -6,275 -12%
DWM
708
Destination Wealth Management
California
$1.5M -$10.7K -352 -0.7%
SP
709
Stonebrook Private
Michigan
$1.5M +$270K +8,854 +23%
AAA
710
Adams Asset Advisors
Texas
$1.5M +$8.69K +285 +0.6%
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$1.49M -$4.83M -158,391 -77%
BIG
712
Brookwood Investment Group
Arizona
$1.49M -$321K -10,521 -18%
KP
713
Keel Point
Alabama
$1.48M -$60.5K -1,985 -4%
PCMN
714
Paradigm Capital Management (Nevada)
Nevada
$1.48M +$1.34K +44 +0.1%
DCM
715
Davis Capital Management
Florida
$1.47M +$1.41M +46,131 New
OFO
716
OneAscent Family Office
Alabama
$1.47M +$103K +3,389 +8%
AI
717
Accredited Investors
Minnesota
$1.46M +$30 +1 +0%
GWWM
718
Great Waters Wealth Management
Minnesota
$1.45M -$396K -12,992 -22%
MFA
719
Millington Financial Advisors
Illinois
$1.42M -$68.4K -2,245 -5%
LWM
720
LongView Wealth Management
Georgia
$1.42M +$109K +3,564 +9%
PCM
721
Pennsylvania Capital Management
Pennsylvania
$1.4M +$195K +6,411 +17%
LAIC
722
Lederer & Associates Investment Counsel
California
$1.4M +$593K +19,447 +79%
TA
723
TrueWealth Advisors
Alabama
$1.38M +$122 +4 +0%
RFN
724
Redwood Financial Network
Ohio
$1.37M +$17.8K +584 +1%
HWA
725
HMV Wealth Advisors
Louisiana
$1.36M -$46.1K -1,511 -3%

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.