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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
LFA
1076
LGT Financial Advisors
Texas
$414K +$7.62K +250 +2%
FWM
1077
ForthRight Wealth Management
Georgia
$412K +$116K +3,803 +42%
OFS
1078
Oldfather Financial Services
Nebraska
$412K +$50.8K +1,667 +15%
FWM
1079
Finer Wealth Management
Massachusetts
$406K -$27.6K -905 -7%
CWM
1080
CCG Wealth Management
California
$405K +$387K +12,694 New
MWM
1081
Modern Wealth Management
Kansas
$405K +$387K +12,688 New
CFS
1082
Coordinated Financial Services
Colorado
$403K
MAFA
1083
MJT & Associates Financial Advisory
Minnesota
$403K
WA
1084
Waterford Advisors
New York
$401K +$79K +2,593 +26%
MAM
1085
MMA Asset Management
Pennsylvania
$401K +$383K +12,566 New
HI
1086
Hudock Inc
Pennsylvania
$399K +$61 +2 +0%
OFG
1087
Omega Financial Group
California
$397K -$2.01K -66 -0.5%
CAM
1088
Clark Asset Management
New Hampshire
$396K -$3.35K -110 -0.9%
KeyBank National Association
1089
KeyBank National Association
Ohio
$396K +$4.57K +150 +1%
Vanguard Group
1090
Vanguard Group
Pennsylvania
$396K +$63.8K +2,093 +20%
FCM
1091
Firestone Capital Management
Florida
$394K +$305 +10 +0.1%
GGI
1092
Godsey & Gibb Inc
Virginia
$392K
HP
1093
Holistic Planning
Texas
$392K +$46.3K +1,520 +14%
JPWM
1094
Jamison Private Wealth Management
Georgia
$390K -$165K -5,410 -31%
CCG
1095
Coastwise Capital Group
California
$388K +$335 +11 +0.1%
NAM
1096
NTV Asset Management
West Virginia
$388K +$371K +12,173 New
KFP
1097
Kerr Financial Planning
California
$385K +$363K +11,920 New
PAG
1098
Paladin Advisory Group
Iowa
$383K
TCOT
1099
Trust Company of Toledo
Ohio
$383K +$24.4K +800 +7%
TBC
1100
Ted Buchan & Co
California
$382K

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.