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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
SRCM
1501
Signature Resources Capital Management
California
$1.15K +$1.1K +36 New
CW
1502
Curio Wealth
Maryland
$798 +$762 +25 New
WWMSC
1503
Wagner Wealth Management (South Carolina)
South Carolina
$705
CSC
1504
Caldwell Sutter Capital
California
$638 +$610 +20 New
PP
1505
PFS Partners
New Jersey
$447 +$427 +14 New
EAM
1506
Eukles Asset Management
Ohio
$96
CFS
1507
Compass Financial Services
Iowa
$96 +$91 +3 New
HNW
1508
High Note Wealth
Minnesota
$29 -$61 -2 -67%
RTL
1509
Red Tortoise LLC
Georgia
$21
CI
1510
Conning Inc
Connecticut
-$20.3M -696,517 Closed
SL
1511
Systelligence LLC
Minnesota
-$18.3M -625,096 Closed
LWL
1512
Leo Wealth LLC
Texas
-$16.2M -553,870 Closed
ECA
1513
Elevation Capital Advisory
Oregon
-$12.2M -417,929 Closed
PL
1514
Polianta Ltd
Jersey
-$8.43M -288,500 Closed
FI
1515
FIDELIS iM
Oregon
-$5.98M -204,985 Closed
AAP
1516
Arax Advisory Partners
Colorado
-$5.83M -194,251 Closed
VBWMG
1517
Von Berge Wealth Management Group
California
-$5.32M -179,350 Closed
D.E. Shaw & Co
1518
D.E. Shaw & Co
New York
-$3.35M -114,668 Closed
TI
1519
Tidal Investments
Wisconsin
-$2.53M -86,500 Closed
Jane Street
1520
Jane Street
New York
-$2.52M -82,711 Closed
NWAG
1521
Net Worth Advisory Group
Utah
-$2.08M -71,270 Closed
SNWA
1522
Siligmueller & Norvid Wealth Advisors
Illinois
-$2.02M -68,325 Closed
CFO
1523
Custos Family Office
Texas
-$1.8M -61,635 Closed
TNA
1524
True North Advisors
Texas
-$1.54M -52,689 Closed
FA
1525
Freestate Advisors
Kansas
-$1.39M -47,647 Closed

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.