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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
AGA
1026
Arkos Global Advisors
Texas
$485K
PWM
1027
Praetorian Wealth Management
California
$484K -$122 -4 -0%
SPA
1028
Sentinel Pension Advisors
Massachusetts
$483K +$91 +3 +0%
FGWP
1029
Founders Grove Wealth Partners
Virginia
$482K
WLIM
1030
White Lighthouse Investment Management
Massachusetts
$481K -$3.05K -100 -0.7%
FFM
1031
Forum Financial Management
Illinois
$476K +$19K +625 +4%
WBC
1032
West Branch Capital
Massachusetts
$474K +$244 +8 +0.1%
IRP
1033
Investment Research Partners
Pennsylvania
$474K +$429K +14,067 New
MWM
1034
Manske Wealth Management
Texas
$472K
DAM
1035
Delta Asset Management
Tennessee
$472K +$5.58K +183 +1%
FSBI
1036
Fearless Solutions (Best Invest)
Texas
$471K -$22.4K -735 -5%
LIA
1037
Lynx Investment Advisory
District of Columbia
$471K -$11.9K -390 -3%
CP
1038
Castleview Partners
Texas
$468K +$11K +360 +3%
SL
1039
SWMG LLC
Texas
$467K +$186K +6,104 +73%
FG
1040
Fairman Group
Pennsylvania
$466K -$47.7K -1,566 -10%
Group One Trading
1041
Group One Trading
Illinois
$465K +$156K +5,125 +54%
SFO
1042
Stokes Family Office
Louisiana
$465K
WW
1043
Waterfront Wealth
Kansas
$464K -$23.2K -761 -5%
First Trust Advisors
1044
First Trust Advisors
Illinois
$461K +$181K +5,950 +70%
PW
1045
PUREfi Wealth
Massachusetts
$460K -$24.4K -800 -5%
CPC
1046
Consolidated Planning Corp
Georgia
$459K -$366 -12 -0.1%
IAG
1047
Ipsen Advisor Group
Arkansas
$459K -$23.3K -763 -5%
SCTC
1048
Sanibel Captiva Trust Company
Florida
$454K
BWM
1049
Brickley Wealth Management
California
$453K -$8.23K -270 -2%
HCM
1050
Hall Capital Management
Rhode Island
$453K

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.