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
19.77%
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
ACM
101
Advance Capital Management
Michigan
$39.9M +$1.19M +38,902 +3%
NG
102
Novem Group
New York
$39.2M -$3.83M -125,614 -9%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$38.9M -$173K -5,692 -0.5%
DB
104
Dravo Bay
Delaware
$37.8M +$1.59M +52,119 +5%
VA
105
Vestwell Advisors
New York
$37.3M
CAG
106
Curtis Advisory Group
California
$37.2M -$411K -13,472 -1%
MAG
107
Mokosak Advisory Group
Iowa
$37.2M -$20.1K -659 -0.1%
JIC
108
Johnson Investment Counsel
Ohio
$36.7M +$2.83M +92,942 +9%
BDF
109
Black Diamond Financial
Maryland
$35.7M +$7.4M +242,702 +28%
RCM
110
Richardson Capital Management
Wisconsin
$35.4M -$1.36M -44,702 -4%
CIA
111
Concurrent Investment Advisors
Florida
$35M +$4.75M +155,866 +17%
FWI
112
Facet Wealth Inc
Maryland
$35M -$235K -7,700 -0.7%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$34.8M -$1.19M -38,912 -3%
SFA
114
Sequoia Financial Advisors
Ohio
$34.4M +$1.2M +39,210 +4%
FCA
115
FLC Capital Advisors
California
$34.2M -$854K -28,011 -3%
KWA
116
Kingswood Wealth Advisors
California
$33.8M +$7.44M +244,102 +30%
MFGP
117
Marshall Financial Group (Pennsylvania)
Pennsylvania
$33.8M -$1.17M -38,318 -3%
BTWM
118
Brass Tax Wealth Management
Ohio
$33.7M +$8.03M +263,598 +33%
CFS
119
CRA Financial Services
New Jersey
$33.3M +$681K +22,337 +2%
MIA
120
Milestone Investment Advisors
Wisconsin
$33M -$348K -11,421 -1%
FCA
121
Fortis Capital Advisors
Kansas
$32.4M +$534K +17,522 +2%
VH
122
Visionary Horizons
Tennessee
$32.2M +$1.49M +48,994 +5%
SWM
123
SK Wealth Management
Rhode Island
$32.1M +$3.55M +116,508 +13%
SCM
124
Spreng Capital Management
Ohio
$32.1M -$191K -6,257 -0.6%
BDWCC
125
B&D White Capital Company
Texas
$31.8M +$12.4M +408,066 +69%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,619 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.