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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
GS
1526
GTS Securities
New York
-$855K -29,261 Closed
AG
1527
Ascent Group
Virginia
-$854K -29,229 Closed
EA
1528
Ergawealth Advisors
Illinois
-$771K -26,380 Closed
HF
1529
HRT Financial
New York
-$763K -26,154 Closed
FA
1530
FSA Advisors
Michigan
-$749K -25,635 Closed
SWGC
1531
Summit Wealth Group (Colorado)
Colorado
-$653K -22,366 Closed
CPSAC
1532
Chas P. Smith & Associates (CPS)
Florida
-$573K -19,624 Closed
BHWA
1533
Beacon Harbor Wealth Advisors
Virginia
-$438K -14,980 Closed
KPWG
1534
KFA Private Wealth Group
Virginia
-$365K -12,479 Closed
WAM
1535
Worth Asset Management
Texas
-$330K -11,308 Closed
VIA
1536
Victrix Investment Advisors
Florida
-$330K -11,282 Closed
KCM
1537
KM Capital Management
Texas
-$294K -10,066 Closed
JC
1538
JB Capital
Connecticut
-$283K -9,676 Closed
PA
1539
Paragon Advisors
Texas
-$276K -9,460 Closed
GWM
1540
Gibbs Wealth Management
Georgia
-$262K -8,955 Closed
RP
1541
Regal Partners
Australia
-$251K -8,606 Closed
ACM
1542
AlphaStar Capital Management
North Carolina
-$242K -8,279 Closed
TF
1543
Threadgill Financial
Texas
-$234K -8,014 Closed
FMWA
1544
Forvis Mazars Wealth Advisors
Missouri
-$233K -7,975 Closed
RA
1545
Riversedge Advisors
Delaware
-$222K -7,616 Closed
PCS
1546
Personal CFO Solutions
New Jersey
-$216K -7,398 Closed
CIAS
1547
CFS Investment Advisory Services
New Jersey
-$212K -7,269 Closed
WT
1548
Washington Trust
Rhode Island
-$210K -7,180 Closed
BAM
1549
BOS Asset Management
Illinois
-$205K -7,024 Closed
BOC
1550
Bull Oak Capital
California
-$200K -6,855 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.