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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
EAM
1326
Empirical Asset Management
Massachusetts
$200K +$191K +6,282 New
HWA
1327
Heritage Wealth Advisors
Virginia
$196K +$161K +5,276 +616%
AIM
1328
Anchor Investment Management
South Carolina
$194K -$91 -3 -0%
CT
1329
Clearstead Trust
Maine
$184K
PK
1330
Pflug Koory
Nebraska
$180K +$152 +5 +0.1%
AWM
1331
Accredited Wealth Management
Kentucky
$180K -$110K -3,609 -64%
UCB
1332
United Community Bank
South Carolina
$179K
QCG
1333
Quadrant Capital Group
Ohio
$172K +$164K +5,381 New
KSB
1334
Kennebec Savings Bank
Maine
$169K +$10K +328 +7%
WTA
1335
Washington Trust Advisors
Massachusetts
$159K +$152K +4,986 New
TCM
1336
TD Capital Management
Tennessee
$157K +$152 +5 +0.1%
FGAM
1337
Financial Gravity Asset Management
Texas
$155K +$148K +4,867 New
FHC
1338
First Horizon Corporation
Tennessee
$153K +$146K +4,800 New
YP
1339
YANKCOM Partnership
South Dakota
$147K
HHGA
1340
Halbert Hargrove Global Advisors
California
$146K -$9.75K -320 -7%
LB
1341
Legacy Bridge
Iowa
$139K +$133K +4,364 New
MSG
1342
Main Street Group
Virginia
$139K +$122 +4 +0.1%
CNBTD
1343
Citizens National Bank Trust Department
Mississippi
$138K
HPC
1344
HM Payson & Co
Maine
$137K +$102K +3,344 +354%
GWSG
1345
GPS Wealth Strategies Group
Colorado
$136K +$6.13K +201 +5%
TCM
1346
Tradewinds Capital Management
Washington
$135K
FCAS
1347
First Command Advisory Services
Texas
$135K -$30.1K -989 -19%
CCAM
1348
Cascades Capital Asset Management
North Carolina
$131K
MLA
1349
MB, Levis & Associates
Pennsylvania
$128K +$91 +3 +0.1%
TFGT
1350
TS Financial Group (TSFG)
Illinois
$128K

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.