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
EW
901
Element Wealth
Mississippi
$741K -$156K -5,104 -18%
RWM
902
RBA Wealth Management
California
$731K +$24K +788 +4%
OAM
903
Oppenheimer Asset Management
New York
$727K +$13.8K +454 +2%
EAM
904
Evanson Asset Management
California
$727K +$111K +3,640 +19%
SFC
905
SYM Financial Corp
Indiana
$720K
HH
906
Hilltop Holdings
Texas
$720K +$70.1K +2,301 +11%
TPBG
907
Turning Point Benefit Group
Maryland
$717K -$113K -3,716 -14%
HI
908
Hoey Investments
Pennsylvania
$710K +$11.2K +368 +2%
NCFG
909
New Century Financial Group
New Jersey
$709K +$297K +9,747 +78%
SCM
910
SOL Capital Management
Maryland
$707K
MWM
911
MBE Wealth Management
Wisconsin
$707K +$6.16K +202 +0.9%
FWTB
912
First Western Trust Bank
Colorado
$700K
SIA
913
Soltis Investment Advisors
Utah
$699K
PIMG
914
Patriot Investment Management Group
Tennessee
$698K -$25.7K -844 -4%
FCM
915
Fortis Capital Management
Washington
$698K +$373K +12,239 +127%
GG
916
Greenwood Gearhart
Arkansas
$696K -$152 -5 -0%
MSS
917
Mitchell Sinkler & Starr
Pennsylvania
$693K
WIP
918
WealthCare Investment Partners
Rhode Island
$691K +$77.6K +2,545 +13%
AFA
919
Alpha Financial Advisors
North Carolina
$687K
CIP
920
Capital Insight Partners
Arizona
$686K -$13.2K -433 -2%
ECM
921
Evergreen Capital Management
Washington
$685K
ANTB
922
AMG National Trust Bank
Colorado
$684K -$68.3K -2,241 -9%
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$680K
TPWM
924
Twelve Points Wealth Management
Massachusetts
$679K
RWM
925
Ritholtz Wealth Management
New York
$678K -$24.9K -816 -4%

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.