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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
IA
926
Insight Advisors
Pennsylvania
$677K -$68.4K -2,244 -10%
SA
927
SRH Advisors
Kansas
$675K
LRPA
928
L. Roy Papp & Associates
Arizona
$673K -$40.1K -1,317 -6%
OC
929
Oarsman Capital
Wisconsin
$670K -$14.5K -476 -2%
FRA
930
Front Row Advisors
California
$669K -$13K -427 -2%
OL
931
Owen LaRue
Kentucky
$667K +$244 +8 +0%
SF
932
Symphony Financial
Texas
$663K +$637K +20,896 New
AAS
933
Annex Advisory Services
Wisconsin
$659K -$68.3K -2,240 -10%
MAS
934
Meeder Advisory Services
Ohio
$659K +$49.9K +1,637 +9%
RFP
935
Root Financial Partners
California
$658K +$20.5K +672 +3%
CFG
936
Citizens Financial Group
Rhode Island
$657K +$73K +2,394 +13%
FHC
937
First Heartland Consultants
Missouri
$652K -$12.7K -416 -2%
LFS
938
Lutz Financial Services
Nebraska
$651K +$32.1K +1,053 +5%
TCM
939
Traynor Capital Management
Pennsylvania
$650K -$36.9K -1,211 -6%
SW
940
SVB Wealth
Massachusetts
$648K +$61 +2 +0%
BFWM
941
Bright Futures Wealth Management
New York
$635K +$606K +19,886 New
BDFN
942
Bond & Devick Financial Network
Minnesota
$629K
SOWAS
943
Silver Oak Wealth Advisors Services
California
$628K
SA
944
Seneschal Advisors
Washington
$628K +$204K +6,678 +51%
CGFA
945
Colton Groome Financial Advisors
North Carolina
$628K -$57.3K -1,881 -9%
VT
946
Vise Technologies
New York
$627K +$137K +4,506 +30%
PA
947
Parallel Advisors
California
$627K +$12.3K +403 +2%
SC
948
Scotia Capital
Ontario, Canada
$627K -$3.87K -127 -0.6%
NIWA
949
New Insight Wealth Advisors
California
$626K -$63.9K -2,097 -10%
MPM
950
Meritage Portfolio Management
Kansas
$626K -$22.3M -731,150 -97%

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.