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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
RWM
1126
Rolek Wealth Management
Pennsylvania
$356K
MAC
1127
Mason & Associates (California)
California
$356K -$1.52K -50 -0.4%
AWA
1128
Arete Wealth Advisors
Illinois
$356K +$93.7K +3,076 +38%
CPA
1129
Capital Performance Advisors
California
$355K +$10.6K +347 +3%
GI
1130
Gradient Investments
Minnesota
$355K -$54.5K -1,789 -14%
CA
1131
CWC Advisors
Oregon
$354K +$41.5K +1,361 +14%
FPW
1132
Flagship Private Wealth
Massachusetts
$353K
DIS
1133
Diversified Investment Strategies
Louisiana
$352K -$16.5K -540 -5%
ACA
1134
Ascension Capital Advisors
Texas
$352K +$3.44K +113 +1%
CIA
1135
Cape Investment Advisory
Georgia
$351K -$7.62M -250,037 -96%
TFG
1136
Tull Financial Group
Virginia
$348K +$15.8K +519 +5%
GA
1137
GoalVest Advisory
New York
$348K
AWC
1138
Adamsbrown Wealth Consultants
Kansas
$346K +$244 +8 +0.1%
NGA
1139
Naples Global Advisors
Florida
$345K +$73.1K +2,400 +28%
IA
1140
Invested Advisors
Pennsylvania
$345K +$374K +12,261 New
CICC
1141
Capital Investment Counsel (Colorado)
Colorado
$343K +$305 +10 +0.1%
UB
1142
Umpqua Bank
Oregon
$343K
IA
1143
Inspire Advisors
Idaho
$342K +$20.3K +666 +7%
FRA
1144
Frank Rimerman Advisors
California
$341K
Empower Advisory Group
1145
Empower Advisory Group
Colorado
$341K +$33K +1,082 +11%
VCM
1146
Vivaldi Capital Management
Illinois
$341K -$122 -4 -0%
HIS
1147
Harvest Investment Services
Illinois
$340K +$8.47K +278 +3%
PTC
1148
Private Trust Company
Ohio
$340K -$235K -7,701 -42%
SEM
1149
Strategic Equity Management
Arizona
$339K
GC
1150
Grimes & Company
Massachusetts
$339K -$487K -15,991 -60%

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.