We are live on ! Find out more
SCHG icon

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
CCMI
1401
Creative Capital Management Investments
California
$58.3K
BWM
1402
Bernard Wealth Management
Michigan
$57.9K +$335 +11 +0.6%
ME
1403
McIlrath & Eck
Washington
$55.8K
AWM
1404
AllSquare Wealth Management
New York
$54.6K
WPA
1405
West Paces Advisors
Georgia
$54.5K -$24.4K -800 -32%
PA
1406
Pineridge Advisors
Missouri
$51.2K +$5.18K +170 +12%
AT
1407
Avalon Trust
New Mexico
$51.1K
HFS
1408
Hopwood Financial Services
Virginia
$50.5K
RBC
1409
Roble Belko & Company
Pennsylvania
$48K +$579 +19 +1%
KHC
1410
Koesten Hirschmann & Crabtree
Kansas
$46.3K +$30 +1 +0.1%
FCMT
1411
Founders Capital Management (Texas)
Texas
$45.6K +$61 +2 +0.1%
TC
1412
Trust Company
Kansas
$45.4K
MFT
1413
Moisand Fitzgerald Tamayo
Florida
$41.6K
SL
1414
Salomon & Ludwin
Virginia
$39.6K -$183 -6 -0.5%
HR
1415
Howe & Rusling
New York
$38.7K +$10.1K +332 +38%
AUB
1416
Atlantic Union Bankshares
Virginia
$36.8K +$4.75K +156 +16%
KFI
1417
Key Financial Inc
Pennsylvania
$36.5K -$2.93K -96 -8%
YDMI
1418
Y.D. More Investments
Israel
$35.8K
CFS
1419
CGC Financial Services
Oregon
$33.8K -$427 -14 -1%
VCM
1420
Versant Capital Management
Arizona
$32.6K
PFM
1421
Phillips Financial Management
Indiana
$32.4K
W
1422
WealthCollab
Washington
$31.9K
Bessemer Group
1423
Bessemer Group
New Jersey
$31K +$30K +985 New
VWM
1424
Valley Wealth Managers
New Jersey
$28.8K
RFG
1425
REAP Financial Group
Texas
$28.4K +$27.1K +890 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.