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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
DP
126
Denver PWM
Colorado
$31.5M +$3.6K +118 +0%
MWM
127
Modera Wealth Management
New Jersey
$31.3M -$106K -3,475 -0.4%
I
128
INVST
Indiana
$31.2M +$2.17M +71,222 +8%
SPC
129
Sigma Planning Corp
Michigan
$31M +$820K +26,896 +3%
IA
130
IFP Advisors
Florida
$30.2M -$32.7K -1,074 -0.1%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$30.2M +$6.63M +217,651 +30%
GC
132
Garde Capital
Washington
$29.5M -$170K -5,563 -0.6%
IP
133
Ignite Planners
California
$29.3M +$1.39M +45,692 +5%
MOS
134
MGO One Seven
Ohio
$28.9M +$1.33M +43,522 +5%
EFG
135
Ethos Financial Group
Pennsylvania
$28.8M +$1.05M +34,294 +4%
PAG
136
Private Advisor Group
New Jersey
$28.8M +$38.6K +1,266 +0.1%
BA
137
Ballast Advisors
Minnesota
$28.6M -$622K -20,418 -2%
AIA
138
Ally Invest Advisors
North Carolina
$28.5M +$2.24M +73,538 +9%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$27.9M -$568K -18,646 -2%
VNA
140
Valley National Advisers
Pennsylvania
$27.3M +$1.82M +59,570 +7%
PWM
141
Perigon Wealth Management
California
$27.2M +$1.69M +55,562 +7%
AF
142
Apexium Financial
Texas
$27M +$1.39M +45,766 +6%
BMWS
143
Brady Martz Wealth Solutions
North Dakota
$26.9M -$420K -13,777 -2%
MWM
144
Meridian Wealth Management
Kentucky
$26.4M -$800K -26,259 -3%
SFA
145
Seneca Financial Advisors
New York
$26M +$569K +18,671 +2%
KNFPWM
146
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25.7M +$911K +29,898 +4%
WA
147
WBH Advisory
Maryland
$25.7M +$2.27M +74,480 +10%
MCA
148
Midwest Capital Advisors
Michigan
$25.4M +$284K +9,330 +1%
CP
149
Capital Planning
Washington
$25.1M -$149K -4,900 -0.6%
PA
150
Persium Advisors
Georgia
$25.1M +$368K +12,073 +2%

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.