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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
FIM
826
Freedom Investment Management
Connecticut
$915K -$6.06M -198,757 -87%
MWM
827
Moran Wealth Management
Florida
$914K +$382K +12,549 +78%
EL
828
Essex LLC
Illinois
$909K -$79.3K -2,602 -8%
JWS
829
Juncture Wealth Strategies
Arizona
$905K +$44K +1,445 +5%
WPW
830
Watershed Private Wealth
Illinois
$903K -$5.55K -182 -0.6%
SFG
831
Sovereign Financial Group
Connecticut
$901K -$111K -3,642 -11%
OAJ
832
Ogorek Anthony Joseph
New York
$900K -$23.7K -778 -3%
NAMNJ
833
NorthStar Asset Management (New Jersey)
New Jersey
$894K -$1.37K -45 -0.2%
HWA
834
Hilltop Wealth Advisors
North Carolina
$889K -$1.28K -42 -0.2%
CE
835
Cornerstone Enterprises
Wisconsin
$887K -$180K -5,911 -18%
RPGNY
836
Retirement Planning Group (New York)
New York
$885K +$81.2K +2,665 +11%
TA
837
TFB Advisors
Kansas
$881K +$62.9K +2,065 +8%
BOSSRA
838
B.O.S.S. Retirement Advisors
Utah
$877K +$439K +14,401 +110%
TCWM
839
Total Clarity Wealth Management
Illinois
$872K -$63.5K -2,082 -7%
GA
840
Goldstein Advisors
Wisconsin
$869K
GEM
841
Global Endowment Management
North Carolina
$869K -$1.28K -42 -0.2%
SWM
842
SpringVest Wealth Management
Texas
$865K
SFS
843
Summit Financial Strategies
Ohio
$857K
CCC
844
Compass Capital Corp
Massachusetts
$856K
DBIA
845
Dumont & Blake Investment Advisors
New Jersey
$855K +$10.2K +336 +1%
CIR
846
Clear Investment Research
Georgia
$855K -$36.4K -1,193 -4%
RFA
847
Resurgent Financial Advisors
Georgia
$852K +$157K +5,165 +24%
AOWM
848
Alpha Omega Wealth Management
Virginia
$850K -$568K -18,642 -41%
SWA
849
Sax Wealth Advisors
New Jersey
$849K +$395K +12,947 +95%
NCM
850
Northwest Capital Management
Oregon
$849K -$2.99M -98,080 -79%

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.