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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
GAA
976
Global Assets Advisory
Florida
$566K +$21.5K +706 +4%
ZRP
977
Zynergy Retirement Planning
New Jersey
$561K -$2.71K -89 -0.5%
SA
978
Sovran Advisors
California
$559K +$513K +16,848 New
CWM
979
Cabot Wealth Management
Massachusetts
$558K +$1.1K +36 +0.2%
WFA
980
WMG Financial Advisors
Tennessee
$558K -$271K -8,907 -34%
CWP
981
Core Wealth Partners
California
$554K +$61 +2 +0%
DLCIG
982
D.L. Carlson Investment Group
New Hampshire
$553K +$18.6K +609 +4%
KA
983
Klingman & Associates
New York
$552K -$14.2K -465 -3%
IWA
984
IVC Wealth Advisors
Pennsylvania
$551K -$9.08K -298 -2%
TPW
985
Tiller Private Wealth
Pennsylvania
$549K -$3.5K -115 -0.7%
MI
986
Moneywise Inc
Virginia
$548K +$30 +1 +0%
ZF
987
Zhang Financial
Michigan
$546K +$427 +14 +0.1%
HFS
988
Hantz Financial Services
Michigan
$546K +$154K +5,048 +42%
PAYA
989
Phil A. Younker & Associates
Alaska
$542K
NSAM
990
North Star Asset Management
Wisconsin
$539K +$1.77K +58 +0.3%
PFA
991
Pathway Financial Advisors
Vermont
$538K +$91 +3 +0%
EAM
992
Everstar Asset Management
North Carolina
$538K -$8.99K -295 -2%
CG
993
Caprock Group
Idaho
$536K +$535K +17,550 New
JIP
994
Jaffetilchin Investment Partners
Florida
$533K -$66K -2,164 -11%
GWA
995
Geometric Wealth Advisors
District of Columbia
$533K
RFP
996
RCS Financial Planning
Maryland
$532K +$211K +6,916 +71%
IF
997
Ironwood Financial
Arizona
$532K -$25.8K -848 -5%
DPI
998
Diversified Portfolios Inc
Michigan
$531K -$30K -985 -6%
TP
999
Tranquility Partners
Tennessee
$524K -$2.44K -80 -0.5%
GFWA
1000
Grey Fox Wealth Advisors
Delaware
$523K +$111K +3,657 +29%

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.