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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
19.77%
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
MCM
51
MAI Capital Management
Ohio
$72.1M +$192K +6,299 +0.3%
BC
52
Brio Consultants
California
$70.7M -$1.17M -38,229 -2%
Stifel Financial
53
Stifel Financial
Missouri
$69.7M +$1.76M +57,878 +3%
AWM
54
Angeles Wealth Management
California
$69.6M +$2.8M +91,941 +4%
Two Sigma Investments
55
Two Sigma Investments
New York
$69M -$35.5M -1,166,400 -35%
UBS Group
56
UBS Group
Switzerland
$68.9M +$2.26M +74,095 +4%
AFG
57
Atomi Financial Group
New York
$67.9M +$9.04M +296,519 +16%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$65.9M -$63.3M -2,076,826 Closed
GAM
59
Gemmer Asset Management
California
$64.1M +$5.29M +173,653 +9%
FMP
60
Financial Management Professionals
Texas
$63.7M +$359K +11,787 +0.6%
Creative Planning
61
Creative Planning
Kansas
$63.2M +$3.2M +105,011 +6%
UCFA
62
United Capital Financial Advisors
Texas
$62.6M -$1.93M -63,201 -3%
NFG
63
Nadler Financial Group
Illinois
$61.1M -$822K -26,986 -1%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$60.6M +$1.48M +48,467 +3%
KLI
65
Kelman-Lazarov Inc
Tennessee
$59.2M -$332K -10,892 -0.6%
HWM
66
HB Wealth Management
Georgia
$58.7M +$1.84M +60,380 +3%
MFG
67
Merit Financial Group
Georgia
$58.5M -$2.52M -82,631 -4%
SB
68
Strategic Blueprint
Georgia
$58.4M +$5.09M +167,003 +10%
KAS
69
Kestra Advisory Services
Texas
$58.1M -$8.77M -287,626 -14%
BAM
70
Belpointe Asset Management
Nevada
$58.1M +$2.92M +95,857 +6%
NCMW
71
Northern Capital Management (Washington)
Washington
$56.9M -$757K -24,833 -1%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$56.1M +$4.75M +155,879 +10%
BFG
73
Bleakley Financial Group
New Jersey
$55.3M +$1.14M +37,306 +2%
CST
74
Charles Schwab Trust
Nevada
$55M +$3.3M +108,272 +7%
TWM
75
Triton Wealth Management
Arizona
$54.2M +$167K +5,492 +0.3%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,619 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.