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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
CWP
1351
Concord Wealth Partners
Virginia
$128K -$244 -8 -0.2%
AWM
1352
Abound Wealth Management
Tennessee
$127K +$61.7K +2,023 +103%
Fifth Third Bancorp
1353
Fifth Third Bancorp
Ohio
$126K +$14.9K +488 +14%
BFPW
1354
BOK Financial Private Wealth
Colorado
$126K -$23K -756 -16%
CMBA
1355
C.M. Bidwell & Associates
Hawaii
$125K -$30 -1 -0%
FF
1356
Friedenthal Financial
New Jersey
$124K
PS
1357
Pinney & Scofield
Massachusetts
$120K
WWM
1358
Wolff Wiese Magana
California
$114K -$213 -7 -0.2%
WWA
1359
Wealth Watch Advisors
Colorado
$109K +$104K +3,405 New
TCOV
1360
Trust Company of Vermont
Vermont
$107K +$102K +3,363 New
DJSG
1361
D.J. St. Germain
Massachusetts
$105K +$75K +2,461 +302%
AIA
1362
Armor Investment Advisors
North Carolina
$104K
CP
1363
Canopy Partners
Ohio
$100K +$95.8K +3,143 New
AIP
1364
Ameritas Investment Partners
Nebraska
$99.8K
CCM
1365
Chilton Capital Management
Texas
$99.7K +$35.8K +1,175 +60%
TFA
1366
Toth Financial Advisory
Virginia
$96.2K +$1.65K +54 +2%
IWM
1367
Inlight Wealth Management
Georgia
$95.7K
T
1368
Tidemark
California
$93.7K
JFA
1369
JNBA Financial Advisors
Minnesota
$93.4K -$24.2K -793 -21%
JHCP
1370
Jackson Hole Capital Partners
Oklahoma
$91.9K
AW
1371
Avion Wealth
Texas
$90K +$61 +2 +0.1%
TAM
1372
Tucker Asset Management
Colorado
$86.4K +$1.37K +45 +2%
CVM
1373
Cheviot Value Management
California
$84.3K +$91 +3 +0.1%
HFS
1374
Horizon Financial Services
North Carolina
$84.2K
EA
1375
Evolution Advisers
Virginia
$84K -$12.6K -414 -14%

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.