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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
AIA
1201
AssuredPartners Investment Advisors
Florida
$289K -$2.77K -91 -1%
WCFA
1202
Walkner Condon Financial Advisors
Wisconsin
$288K
PC
1203
Promus Capital
Illinois
$287K
MHWM
1204
Montz Harcus Wealth Management
Louisiana
$286K +$273K +8,965 New
HT
1205
Headlands Technologies
Illinois
$286K -$371K -12,165 -58%
RDFA
1206
Ritter Daniher Financial Advisory
Ohio
$282K -$6.71K -220 -2%
FFL
1207
Future Fund LLC
Illinois
$281K
OAP
1208
One Advisory Partners
Kansas
$280K +$266K +8,738 New
TCM
1209
Telos Capital Management
California
$279K -$9.42K -309 -3%
OA
1210
Operose Advisors
Wisconsin
$278K +$91 +3 +0%
VBA
1211
von Borstel & Associates
Oregon
$278K +$256K +8,408 New
EFN
1212
Equita Financial Network
Pennsylvania
$277K -$34.8K -1,141 -12%
CAS
1213
Coppell Advisory Solutions
Texas
$276K +$264K +8,669 New
QCM
1214
QRG Capital Management
Illinois
$274K -$152 -5 -0.1%
SI
1215
Saxon Interests
Texas
$274K
SIC
1216
Sage Investment Counsel
Tennessee
$274K +$34.4K +1,128 +15%
CCMW
1217
Cypress Capital Management (Wyoming)
Wyoming
$274K -$549 -18 -0.2%
VPP
1218
Vertex Planning Partners
Illinois
$273K +$261K +8,553 New
TI
1219
Trexquant Investment
Connecticut
$272K -$200K -6,568 -43%
BWM
1220
BNC Wealth Management
Oregon
$272K
SWG
1221
Summit Wealth Group
Vermont
$270K
PRI
1222
Prepared Retirement Institute
Pennsylvania
$269K +$26.6K +872 +12%
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$268K -$129K -4,249 -34%
OWCM
1224
One Wealth Capital Management
Arizona
$268K +$27K +886 +12%
VVP
1225
Venture Visionary Partners
Ohio
$268K +$28.1K +923 +12%

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.