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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
FDW
1301
Fourth Dimension Wealth
Ohio
$217K -$82.8K -2,718 -29%
MP
1302
McDonald Partners
Ohio
$217K -$116K -3,800 -36%
CWS
1303
Cypress Wealth Services
California
$217K +$207K +6,788 New
SDWIA
1304
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$207K +6,787 New
BIA
1305
Bell Investment Advisors
California
$215K +$183 +6 +0.1%
NCM
1306
Noesis Capital Mangement
Florida
$215K +$205K +6,732 New
CPC
1307
Cookson Peirce & Co
Pennsylvania
$215K +$205K +6,728 New
ARG
1308
Advisory Resource Group
Oklahoma
$214K +$204K +6,699 New
FWM
1309
FLP Wealth Management
Arkansas
$214K +$204K +6,691 New
FWM
1310
Fonville Wealth Management
Virginia
$213K -$14.7K -483 -7%
CPA
1311
Compass Planning Associates
Massachusetts
$212K +$11.8K +386 +6%
SFC
1312
Summit Financial Consulting
Michigan
$212K +$202K +6,642 New
HWA
1313
Hillcrest Wealth Advisors
New Jersey
$212K +$202K +6,640 New
RC
1314
Roundview Capital
New Jersey
$212K -$254K -8,336 -56%
DF
1315
Define Financial
California
$211K +$201K +6,602 New
TFG
1316
Tilson Financial Group
New Jersey
$211K +$201K +6,601 New
BBI
1317
Baxter Bros Inc
Connecticut
$207K +$198K +6,500 New
PCM
1318
Palouse Capital Management
Washington
$207K -$5.49K -180 -3%
FNA
1319
First National Advisers
Nebraska
$206K +$197K +6,456 New
BFS
1320
Beacon Financial Strategies
North Carolina
$204K +$195K +6,400 New
LIM
1321
Lathrop Investment Management
Arkansas
$204K +$195K +6,400 New
CRWM
1322
Castle Rock Wealth Management
California
$204K +$193K +6,342 New
SSWM
1323
Sheets Smith Wealth Management
North Carolina
$203K +$193K +6,346 New
CWM
1324
Collaborative Wealth Management
Florida
$201K +$192K +6,302 New
EFL
1325
ERn Financial LLC
Wisconsin
$201K +$192K +6,284 New

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.