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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
VAS
951
Valicenti Advisory Services
New York
$625K -$6.64K -218 -1%
FHA
952
Flagship Harbor Advisors
Massachusetts
$620K +$488 +16 +0.1%
VFG
953
Victory Financial Group
Texas
$610K +$25.4K +835 +5%
BTI
954
Blue Trust Inc
Georgia
$608K +$32.9K +1,079 +6%
BAWC
955
Boyce & Associates Wealth Consulting
Texas
$608K -$36.3K -1,190 -6%
CAP
956
Columbia Advisory Partners
Washington
$601K -$354K -11,619 -38%
PMFA
957
Plante Moran Financial Advisors
Michigan
$598K
PGAM
958
Princeton Global Asset Management
New Jersey
$597K -$1.49K -49 -0.3%
SFG
959
Synergy Financial Group
California
$596K -$914 -30 -0.2%
RMF
960
Red Mountain Financial
Colorado
$596K +$105K +3,458 +23%
BJL
961
Brighton Jones LLC
Washington
$596K -$8.63K -283 -1%
FWM
962
Focused Wealth Management
New York
$596K +$1.16K +38 +0.2%
VCWA
963
Vanguard Capital Wealth Advisors
Colorado
$593K -$37.2K -1,220 -6%
HWM
964
Hohimer Wealth Management
Washington
$592K +$18.4K +603 +3%
RAS
965
RPS Advisory Solutions
Kentucky
$591K +$216K +7,072 +62%
WIM
966
WealthPlan Investment Management
Nebraska
$590K -$5.65M -185,490 -91%
CFG
967
Chapman Financial Group
Hawaii
$589K +$563K +18,462 New
RIS
968
Richmond Investment Services
Wisconsin
$587K +$104K +3,400 +23%
MA
969
MONECO Advisors
Connecticut
$586K -$15.8K -520 -3%
LWM
970
Lakeridge Wealth Management
Ohio
$586K -$120K -3,942 -18%
AIM
971
Aspen Investment Management
Michigan
$582K +$305 +10 +0.1%
AFA
972
American Financial Advisors
Georgia
$580K +$54.3K +1,781 +11%
VHAM
973
Van Hulzen Asset Management
California
$569K +$56.8K +1,863 +12%
DOA
974
D'Orazio & Associates
Virginia
$567K
MFWP
975
Mosaic Family Wealth Partners
Missouri
$566K +$274 +9 +0.1%

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.