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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
PCA
1376
Providence Capital Advisors
North Carolina
$82.5K
GJIA
1377
Glass Jacobson Investment Advisors
Maryland
$81.1K +$45.9K +1,506 +146%
LAMC
1378
Longview Asset Management (California)
California
$80.1K +$76.5K +2,509 New
RF
1379
Roxbury Financial
New Jersey
$77.1K
BCM
1380
Blume Capital Management
California
$76.6K
HWP
1381
Highline Wealth Partners
California
$74.2K
JFGIW
1382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.4K -$91 -3 -0.1%
EWM
1383
Evolution Wealth Management
Florida
$73.3K +$1.22K +40 +2%
KA
1384
Kozak & Associates
Colorado
$72.9K +$61 +2 +0.1%
RF
1385
Rossby Financial
Florida
$72.5K +$7.16K +235 +12%
WA
1386
Whipplewood Advisors
Colorado
$72.3K -$5.46K -179 -7%
WTC
1387
WhitTier Trust Company
Nevada
$71.6K +$9.51K +312 +16%
MA
1388
MCF Advisors
Kentucky
$71.5K +$3.14K +103 +5%
CHC
1389
City Holding Co
West Virginia
$67K
QC
1390
Quent Capital
New York
$66.6K +$63.6K +2,088 New
UFPG
1391
United Financial Planning Group
New York
$66K +$63K +2,068 New
BSB
1392
Bangor Savings Bank
Maine
$65.1K
Q1WB
1393
Quest 10 Wealth Builders
Virginia
$64.9K +$15.1K +496 +32%
BHWM
1394
Beaird Harris Wealth Management
Texas
$61K -$244K -8,000 -81%
CWM
1395
Copia Wealth Management
Oregon
$60.9K
MIM
1396
MTM Investment Management
South Carolina
$60.5K
CJ
1397
Caitlin John
Michigan
$60K +$57.3K +1,880 New
MJRIC
1398
Mogy Joel R Investment Counsel
California
$58.9K -$1.49K -49 -3%
DPW
1399
DiNuzzo Private Wealth
Pennsylvania
$58.8K +$2.29K +75 +4%
JWM
1400
JPL Wealth Management
Colorado
$58.7K +$56.1K +1,840 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.