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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
SAW
851
Signal Advisors Wealth
Michigan
$845K +$374K +12,279 +86%
TWA
852
TCI Wealth Advisors
Arizona
$845K -$46.8K -1,536 -5%
NAS
853
NWF Advisory Services
California
$843K -$243K -7,986 -23%
NB
854
NBT Bank
New York
$841K -$806K -26,451 -100%
GKWIM
855
Gerber Kawasaki Wealth & Investment Management
California
$841K +$87.2K +2,861 +12%
Members Trust
856
Members Trust
Florida
$840K
SWM
857
Stark Wealth Management
Pennsylvania
$836K -$334K -10,962 -29%
Fisher Asset Management
858
Fisher Asset Management
Washington
$836K -$558K -18,304 -41%
PFA
859
Pure Financial Advisors
California
$835K +$39K +1,281 +5%
WS
860
Wedbush Securities
California
$834K +$381K +12,490 +92%
LSIA
861
LaSalle St. Investment Advisors
Illinois
$834K +$797K +26,139 New
PA
862
Pinnacle Associates
New York
$833K +$2.74K +90 +0.3%
ABC
863
Associated Banc-Corp
Wisconsin
$832K -$25.5K -836 -3%
FWCM
864
Ferguson Wellman Capital Management
Oregon
$830K
IWN
865
Independent Wealth Network
Iowa
$829K -$43.4K -1,423 -5%
SC
866
Soundwatch Capital
Connecticut
$827K -$357K -11,699 -31%
HIP
867
HUB Investment Partners
Texas
$824K +$278K +9,131 +55%
WP
868
WealthPLAN Partners
Nebraska
$823K +$41.1K +1,350 +6%
LJAC
869
L.J. Altfest & Co
New York
$822K -$37.5K -1,231 -5%
HCWM
870
Hidden Cove Wealth Management
Washington
$822K +$44.4K +1,458 +6%
WKSWA
871
White Knight Strategic Wealth Advisors
New Jersey
$820K +$783K +25,700 New
FA
872
Fortis Advisors
Pennsylvania
$819K +$115K +3,769 +17%
CAM
873
Costello Asset Management
Pennsylvania
$819K -$853 -28 -0.1%
PIN
874
Prudent Investors Network
California
$817K
OWMIAS
875
One Wealth Management Investment & Advisory Services
Florida
$815K +$22.1K +725 +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.