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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
IWS
1251
Insight Wealth Strategies
California
$252K +$61 +2 +0%
GSWM
1252
Golden State Wealth Management
California
$250K -$48.9K -1,606 -17%
PAI
1253
Pittenger & Anderson Inc
Nebraska
$249K
SIM
1254
Studio Investment Management
Illinois
$249K +$28.1K +921 +13%
GWANC
1255
Guardian Wealth Advisors (North Carolina)
North Carolina
$249K
RA
1256
Rodgers & Associates
Pennsylvania
$248K +$14.9K +488 +7%
FFP
1257
FourThought Financial Partners
Florida
$248K
KWS
1258
Keystone Wealth Services
California
$247K +$11.4K +373 +5%
ATC
1259
Argent Trust Co
Tennessee
$246K
ZIC
1260
ZWJ Investment Counsel
Georgia
$246K +$9.08K +298 +4%
AG
1261
Advocate Group
Minnesota
$246K
CA
1262
Crewe Advisors
Utah
$246K +$7.04K +231 +3%
PWM
1263
Penobscot Wealth Management
Maine
$244K +$213 +7 +0.1%
AIFAIM
1264
American Institute for Advanced Investment Management
Arizona
$243K
SSW
1265
Smith Shellnut Wilson
Mississippi
$242K +$231K +7,591 New
SIC
1266
Salem Investment Counselors
North Carolina
$242K +$41.4K +1,358 +22%
CAAS
1267
Capital Asset Advisory Services
Michigan
$242K +$10.8K +355 +5%
WFS
1268
Weitzel Financial Services
Iowa
$241K +$21.9K +717 +10%
JIC
1269
Joel Isaacson & Co
New York
$241K -$427 -14 -0.2%
AFW
1270
Avantra Family Wealth
Pennsylvania
$241K +$230K +7,549 New
CIA
1271
Cladis Investment Advisory
Montana
$240K
IAG
1272
Investment Advisory Group
Massachusetts
$239K +$3.81K +125 +2%
GAM
1273
Grandview Asset Management
Pennsylvania
$239K +$183 +6 +0.1%
PFG
1274
PAX Financial Group
Texas
$239K +$228K +7,492 New
CFO
1275
Collective Family Office
Pennsylvania
$234K

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.