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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
LA
1176
LWM Advisors
California
$312K -$17.6K -576 -6%
FFO
1177
Fiduciary Family Office
Florida
$311K +$31.6K +1,038 +12%
NWA
1178
Navis Wealth Advisors
New York
$310K +$731 +24 +0.2%
VDI
1179
Vaughan David Investments
Illinois
$309K +$213 +7 +0.1%
JTWM
1180
Jackson Thornton Wealth Management
Alabama
$309K
Neuberger Berman Group
1181
Neuberger Berman Group
New York
$309K -$34.5K -1,133 -10%
AIS
1182
Accredited Investor Services
Minnesota
$308K -$5.79K -190 -2%
DIM
1183
Delta Investment Management
California
$306K +$91 +3 +0%
RA
1184
Riverstone Advisors
Texas
$305K
CFG
1185
Copley Financial Group
California
$304K +$6.89K +226 +2%
GT
1186
Glenview Trust
Kentucky
$304K
BA
1187
Bridgewater Advisors
New York
$303K -$16.4K -538 -5%
PAM
1188
Palisade Asset Management
Minnesota
$303K
PRS
1189
Pinkerton Retirement Specialists
Idaho
$302K
CWA
1190
Cascade Wealth Advisors
Washington
$296K
IFPL
1191
Investments & Financial Planning LLC
Kentucky
$296K -$2.25K -74 -0.8%
SC
1192
Stolper & Co
Oklahoma
$296K -$8.41K -276 -3%
BA
1193
Brightwater Advisory
Florida
$295K +$4.79K +157 +2%
SC
1194
SouthState Corp
Florida
$295K -$1.31M -43,050 -82%
HWM
1195
HighMark Wealth Management
Minnesota
$294K +$59.7K +1,958 +27%
MBFW
1196
Morton Brown Family Wealth
Pennsylvania
$293K -$5.82K -191 -2%
KOC
1197
Koss-Olinger Consulting
Florida
$293K
RP
1198
Rice Partnership
Hawaii
$292K
CFS
1199
Cannon Financial Strategists
Georgia
$290K -$23.3K -764 -8%
MF
1200
Manuka Financial
Virginia
$289K

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.