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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
WF
1226
Wayfinding Financial
Washington
$268K
IPA
1227
Investment Planning Advisors
Georgia
$268K -$1.83K -60 -0.7%
WFM
1228
Wolff Financial Management
Michigan
$268K -$5.12K -168 -2%
Franklin Resources
1229
Franklin Resources
California
$266K +$11K +360 +5%
DWP
1230
Daymark Wealth Partners
Ohio
$266K +$6.09K +200 +2%
KG
1231
Kilter Group
New York
$263K
BFA
1232
Brown Financial Advisory
Alabama
$263K
EB
1233
Emprise Bank
Kansas
$263K -$18.3K -602 -7%
FFA
1234
Fragasso Financial Advisors
Pennsylvania
$261K +$213 +7 +0.1%
MCP
1235
Mirador Capital Partners
California
$261K +$30 +1 +0%
PB
1236
Pinnacle Bancorp
Nebraska
$260K -$104K -3,418 -30%
RIM
1237
Redwood Investment Management
Arizona
$260K +$122 +4 +0%
WHCFA
1238
William Howard & Co Financial Advisors
Tennessee
$260K +$213 +7 +0.1%
BMCM
1239
Bryn Mawr Capital Management
Pennsylvania
$258K
MFC
1240
Morris Financial Concepts
South Carolina
$258K
GIM
1241
Glenmede Investment Management
Pennsylvania
$257K +$19.7K +648 +9%
RMP
1242
Richards, Merrill & Peterson
Washington
$257K +$227K +7,442 +1,200%
SIA
1243
SeaBridge Investment Advisors
New Jersey
$257K -$400K -13,128 -62%
SFO
1244
Stenger Family Office
Illinois
$256K +$235K +7,718 New
DP
1245
Dearborn Partners
Illinois
$255K +$244K +8,000 New
BFG
1246
Bouchey Financial Group
New York
$254K
EWP
1247
Elevation Wealth Partners
California
$254K
BCP
1248
Berkeley Capital Partners
Georgia
$253K +$241K +7,918 New
HIC
1249
Hartline Investment Corp
Illinois
$252K +$5.94K +195 +3%
FWM
1250
Forza Wealth Management
Florida
$252K

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.