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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
AWM
1001
Accurate Wealth Management
Florida
$523K -$85K -2,790 -14%
EFG
1002
Ehrlich Financial Group
California
$522K +$2.99K +98 +0.6%
XPN
1003
XY Planning Network
Montana
$519K
GWS
1004
Glassman Wealth Services
Virginia
$516K +$6K +197 +1%
PP
1005
Patten & Patten
Tennessee
$515K -$124K -4,080 -20%
GCM
1006
G2 Capital Management
Ohio
$513K
RDWM
1007
Red Door Wealth Management
Tennessee
$513K +$137K +4,504 +39%
SSWM
1008
Smith Salley Wealth Management
North Carolina
$513K +$30 +1 +0%
LF
1009
Lantz Financial
Illinois
$512K
OWP
1010
Obermeyer Wealth Partners
Colorado
$512K
CL
1011
CVFG LLC
Indiana
$512K
GAM
1012
Gotham Asset Management
New York
$511K
CCA
1013
Cadent Capital Advisors
Oklahoma
$509K +$486K +15,939 New
FCH
1014
Freestone Capital Holdings
Washington
$508K +$36.6K +1,202 +8%
SHJ
1015
Sharkey, Howes & Javer
Colorado
$504K
FGA
1016
Fortis Group Advisors
New Jersey
$502K +$166K +5,447 +57%
BWP
1017
Barlow Wealth Partners
Kentucky
$498K
AF
1018
Affiance Financial
Minnesota
$497K +$21.3K +699 +5%
SW
1019
SMART Wealth
Nebraska
$496K +$36.8K +1,208 +8%
TSWM
1020
Triangle Securities Wealth Management
North Carolina
$495K +$14K +458 +3%
AO
1021
Advisor OS
Illinois
$493K -$160K -5,247 -25%
PWMAG
1022
Pinnacle Wealth Management Advisory Group
New Jersey
$492K
ACA
1023
Aspire Capital Advisors
Washington
$491K -$266K -8,726 -36%
FFA
1024
Florida Financial Advisors
Florida
$489K +$74.3K +2,437 +19%
GBWM
1025
Granite Bay Wealth Management
New Hampshire
$486K -$56.8K -1,863 -11%

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.