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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
19.77%
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
HG
151
Harbor Group
New Hampshire
$25M -$235K -7,714 -1%
WCM
152
Weaver Capital Management
Georgia
$24.7M -$710K -23,290 -3%
MAG
153
Members Advisory Group
New York
$24.6M -$137K -4,486 -0.6%
NA
154
NewEdge Advisors
Louisiana
$24.5M +$3.75M +123,163 +19%
FA
155
Fountainhead AM
New Jersey
$24M -$628K -20,593 -3%
UW
156
Unique Wealth
Florida
$24M +$942K +30,902 +4%
SWA
157
Stratos Wealth Advisors
Ohio
$23.7M -$713K -23,384 -3%
MA
158
Mutual Advisors
Nebraska
$23.6M -$192K -6,301 -0.9%
FCI
159
Financial Counselors Inc
Kansas
$23.6M -$74.5K -2,445 -0.3%
SF
160
Summit Financial
New Jersey
$23.5M +$6.95M +228,134 +45%
PWM
161
Prosperity Wealth Management
California
$23.1M +$869K +28,523 +4%
LA
162
LVW Advisors
New York
$23.1M -$2.47M -81,010 -10%
MWP
163
Meriwether Wealth & Planning
Louisiana
$23M +$883K +28,968 +4%
SW
164
SkyOak Wealth
Michigan
$23M -$1.05M -34,324 -5%
NFG
165
Northeast Financial Group
Pennsylvania
$23M +$6.16M +202,252 +39%
SC
166
Savant Capital
Illinois
$22.9M -$231K -7,584 -1%
LTL
167
Lowery Thomas LLC
California
$22.8M +$960K +31,504 +5%
FFWA
168
FRG Family Wealth Advisors
Washington
$22.7M -$219K -7,197 -1%
WA
169
Win Advisors
Florida
$22.6M -$2.69M -88,385 -11%
SS
170
Sunbelt Securities
Texas
$22.5M +$1.01M +33,078 +5%
TPCW
171
TD Private Client Wealth
New York
$22.4M +$524K +17,197 +3%
IWP
172
Invenio Wealth Partners
Florida
$22.4M +$643K +21,083 +3%
PSIWM
173
Paradigm Strategies in Wealth Management
Minnesota
$22.4M -$818K -26,830 -4%
SF
174
Seek First
California
$22.3M -$52.5K -1,722 -0.2%
RWM
175
RKL Wealth Management
Pennsylvania
$22.2M -$1.65M -54,228 -7%

SCHG Hedge Fund Activity: Q3 2025 in Review

1,506 of the 7,619 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.