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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
KIA
751
KCM Investment Advisors
California
$1.22M +$213 +7 +0%
AMG
752
Asset Management Group
Connecticut
$1.22M +$1.1K +36 +0.1%
MWM
753
Mission Wealth Management
California
$1.22M +$165K +5,428 +17%
CS
754
Capital Square
Tennessee
$1.2M -$11.2K -368 -1%
QP
755
Quartz Partners
New York
$1.2M +$248K +8,141 +28%
WWA
756
Wisconsin Wealth Advisors
Wisconsin
$1.2M +$447K +14,680 +64%
NW
757
NewEdge Wealth
Pennsylvania
$1.2M
SFG
758
SevenBridge Financial Group
Pennsylvania
$1.19M -$176K -5,784 -14%
CCM
759
Colorado Capital Management
Colorado
$1.19M +$2.47K +81 +0.2%
EWM
760
Evercore Wealth Management
New York
$1.18M
PPWM
761
Paragon Private Wealth Management
Kentucky
$1.16M +$103K +3,391 +10%
CFB
762
Cullen/Frost Bankers
Texas
$1.16M -$19.6K -644 -2%
SFG
763
Sunburst Financial Group
Alabama
$1.16M -$25.8K -846 -2%
HC
764
Hoese & Co
Minnesota
$1.16M
AG
765
AmeriFlex Group
Nevada
$1.16M +$1.04M +34,234 +1,694%
CCA
766
Clearwater Capital Advisors
Illinois
$1.16M -$12.7K -418 -1%
PFPT
767
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16M +$9.6K +315 +0.9%
DWM
768
DecisionMap Wealth Management
Virginia
$1.15M
CAM
769
Cozad Asset Management
Illinois
$1.14M -$29.8K -979 -3%
PL
770
Plancorp LLC
Missouri
$1.14M -$1.35M -44,194 -55%
TFA
771
Transamerica Financial Advisors
Florida
$1.13M +$1.08M +35,467 New
WP
772
Wealthspan Partners
Iowa
$1.13M -$7.07K -232 -0.7%
IAS
773
Integrity Advisory Solutions
Texas
$1.12M +$1.07M +35,243 New
M1FG
774
Mach-1 Financial Group
Arkansas
$1.12M +$1.07M +35,243 New
WA
775
WESPAC Advisors
California
$1.11M +$1.06M +34,814 New

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.