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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
NWMP
1451
Noble Wealth Management PBC
Colorado
$16.8K +$16.1K +527 New
DF
1452
Dunhill Financial
United Kingdom
$16.7K +$30 +1 +0.2%
JFG
1453
JDM Financial Group
Texas
$16.3K
OC
1454
Oakworth Capital
Alabama
$15.4K
MAM
1455
Morse Asset Management
Connecticut
$15.3K
CAM
1456
Chesapeake Asset Management
New York
$15.3K
HIA
1457
Harbor Investment Advisory
Maryland
$14.7K
FDCDDQ
1458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K -$91 -3 -0.7%
LI
1459
LRI Investments
Florida
$14.3K
WT
1460
Whittier Trust
California
$12.8K +$10.6K +348 +669%
AGWCA
1461
Annis Gardner Whiting Capital Advisors
Florida
$12.8K -$1.13K -37 -8%
TFM
1462
TFC Financial Management
Massachusetts
$12.8K +$12.2K +400 New
1L
1463
10Elms LLP
Oklahoma
$12.5K
FCT
1464
First Community Trust
Iowa
$12.3K
CAM
1465
Creekmur Asset Management
Illinois
$11.5K -$44.2K -1,451 -80%
FFA
1466
Frazier Financial Advisors
Ohio
$11K +$9.45K +310 +886%
RJA
1467
Ross\Johnson & Associates
Minnesota
$9.8K +$914 +30 +11%
GWS
1468
Greykasell Wealth Strategies
California
$9.58K +$9.14K +300 New
TCA
1469
Trifecta Capital Advisors
Illinois
$9.57K +$9.14K +300 New
CSB
1470
City State Bank
Iowa
$8.81K
OPTFSNA
1471
Old Point Trust & Financial Services N A
Virginia
$8.81K
WWM
1472
Woodside Wealth Management
Massachusetts
$8.55K
BDPWM
1473
Barnes Dennig Private Wealth Management
Ohio
$8.17K
BIM
1474
Breakwater Investment Management
Washington
$8.04K
FLP
1475
Financial Life Planners
Arizona
$7.99K +$7.62K +250 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.