We are live on ! Find out more
SCHG icon

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
SW
1151
SteelPeak Wealth
California
$338K -$5.09K -167 -2%
AB
1152
Atlas Brown
Kentucky
$337K +$1.83K +60 +0.6%
EWM
1153
Evermay Wealth Management
Virginia
$335K
AFG
1154
Albion Financial Group
Utah
$334K -$1.31K -43 -0.4%
CCAL
1155
City Center Advisors LLC
Michigan
$333K -$35.4K -1,163 -10%
SHA
1156
Seneca House Advisors
Virginia
$332K -$4.45K -146 -1%
SIA
1157
Spectrum Investment Advisors
Wisconsin
$332K +$317K +10,395 New
CSIA
1158
Conrad Siegel Investment Advisors
Pennsylvania
$331K +$316K +10,378 New
VAG
1159
VisionPoint Advisory Group
Texas
$330K -$396 -13 -0.1%
RW
1160
REDW Wealth
New Mexico
$327K
RRA
1161
Round Rock Advisors
Connecticut
$327K +$29.4K +965 +10%
TFA
1162
Teamwork Financial Advisors
Texas
$327K -$56.9K -1,867 -15%
LCWP
1163
Legacy Capital Wealth Partners
Arkansas
$321K
LSWP
1164
Liberty Square Wealth Partners
Pennsylvania
$320K
WAG
1165
Winthrop Advisory Group
Massachusetts
$318K -$44.9K -1,472 -13%
CNBT
1166
Canandaigua National Bank & Trust
New York
$317K
CWMK
1167
Caliber Wealth Management (Kansas)
Kansas
$317K -$9.75K -320 -3%
TCOTS
1168
Trust Company of the South
North Carolina
$317K
HIM
1169
Hanlon Investment Management
New Jersey
$316K
KCPG
1170
Kavar Capital Partners Group
Kansas
$315K +$274 +9 +0.1%
LA
1171
Latitude Advisors
Florida
$314K +$74.7K +2,451 +33%
SSW
1172
Stone Summit Wealth
Florida
$314K -$9.78K -321 -3%
PAW
1173
Plan A Wealth
Nebraska
$314K +$26.5K +871 +10%
CCM
1174
Check Capital Management
California
$313K
AIA
1175
Accelerate Investment Advisors
California
$312K -$92.8K -3,044 -24%

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.