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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
OIA
1426
Optimum Investment Advisors
Illinois
$28K +$30 +1 +0.1%
EDRH
1427
Edmond de Rothschild Holding
Switzerland
$26K
WA
1428
Westfuller Advisors
New York
$25.6K +$24.4K +802 New
CBT
1429
Crews Bank & Trust
Florida
$24.7K +$23.6K +774 New
AP
1430
Atwood & Palmer
Missouri
$24.4K +$30 +1 +0.1%
VWA
1431
Valued Wealth Advisors
Utah
$23.9K -$7.74K -254 -25%
HI
1432
Horizon Investments
North Carolina
$23.4K +$8.87K +291 +66%
AIC
1433
Archer Investment Corporation
Indiana
$22.8K
HPIA
1434
Hamilton Point Investment Advisors
North Carolina
$22.7K
BCM
1435
Basso Capital Management
Connecticut
$22.1K
FIM
1436
FWL Investment Management
Texas
$21.6K -$93.6K -3,071 -82%
TC
1437
Truvestments Capital
Florida
$21.5K +$20.5K +672 +22,400%
MHR
1438
Matthew Hamilton Rosenberg
$21K
ACM
1439
Anfield Capital Management
California
$20.7K
GF
1440
GGM Financials
Ohio
$20.5K +$19.6K +643 New
AWM
1441
Aberdeen Wealth Management
Illinois
$20.4K +$853 +28 +5%
SIS
1442
Sound Income Strategies
Florida
$20.3K -$945 -31 -5%
CTA
1443
Colonial Trust Advisors
South Carolina
$19.9K +$19K +625 New
IRAG
1444
Investment Research & Advisory Group
Georgia
$19.6K +$61 +2 +0.3%
AEPWM
1445
Atlantic Edge Private Wealth Management
Florida
$19.4K
CYG
1446
Clean Yield Group
Vermont
$19.4K
AF
1447
Alerus Financial
North Dakota
$18.5K
RIL
1448
Rothschild Investment LLC
Illinois
$18.3K +$30 +1 +0.2%
AFWM
1449
Abich Financial Wealth Management
Virginia
$17.7K +$16.9K +556 New
M
1450
MOTCO
Texas
$17.5K +$16.7K +547 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.