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
IWP
726
Insight Wealth Partners
Texas
$1.36M +$41.4K +1,359 +3%
VA
727
VestGen Advisors
Illinois
$1.35M
WWM
728
Western Wealth Management
Colorado
$1.34M +$1.28M +42,117 New
FC
729
Fusion Capital
South Carolina
$1.34M -$84.5K -2,773 -6%
PIA
730
Pinion Investment Advisors
Kansas
$1.34M +$602K +19,757 +93%
CAI
731
Capital Advisors Inc
Oklahoma
$1.33M +$441K +14,477 +53%
VCP
732
Verus Capital Partners
Arizona
$1.33M +$143K +4,682 +13%
SIS
733
Strategic Investment Solutions
Illinois
$1.32M +$84.4K +2,770 +7%
AWM
734
Aprio Wealth Management
Georgia
$1.32M -$78.7K -2,581 -6%
GC
735
Gilbert & Cook
Iowa
$1.31M -$13.2K -432 -1%
MAM
736
Marotta Asset Management
Virginia
$1.31M -$25.2K -826 -2%
BSCCG
737
Blue Sky Capital Consultants Group
California
$1.3M -$42.5K -1,395 -3%
CWG
738
Cornerstone Wealth Group
North Carolina
$1.3M +$14.8K +486 +1%
AF
739
Advisornet Financial
Minnesota
$1.3M +$152K +4,980 +14%
WIC
740
Woodmont Investment Counsel
Tennessee
$1.3M +$9.9K +325 +0.8%
SWP
741
SIMA Wealth Partners
Virginia
$1.29M -$3.96K -130 -0.3%
GAA
742
Guardian Asset Advisors
Pennsylvania
$1.29M -$80.2K -2,630 -6%
GS
743
GWN Securities
Florida
$1.29M -$683K -22,416 -36%
CA
744
CGN Advisors
Kansas
$1.28M +$273K +8,948 +29%
AWMS
745
Advocacy Wealth Management Services
Georgia
$1.28M +$1.22M +40,187 New
SIAG
746
Safeguard Investment Advisory Group
California
$1.27M +$525K +17,234 +76%
SFS
747
Sowell Financial Services
Arkansas
$1.25M +$144K +4,739 +14%
Thrivent Financial for Lutherans
748
Thrivent Financial for Lutherans
Minnesota
$1.24M -$60.4M -1,981,452 -98%
BFA
749
Beacon Financial Advisory
Ohio
$1.23M -$124K -4,084 -10%
Qube Research & Technologies (QRT)
750
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$1.14M +37,404 +3,828%

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.