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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
FA
176
Fiduciary Alliance
South Carolina
$22.1M +$80K +2,626 +0.4%
DI
177
DAGCO Inc
Ohio
$21.7M +$1.1M +36,210 +6%
Citigroup
178
Citigroup
New York
$21.7M +$3.8M +124,702 +22%
SA
179
Sanctuary Advisors
Indiana
$21.5M -$2.93M -96,183 -12%
ACM
180
Alpha Capital Management
Texas
$21.4M -$869K -28,519 -4%
SFA
181
Souders Financial Advisors
Ohio
$21.4M -$573K -18,808 -3%
CSP
182
Cary Street Partners
Virginia
$21.3M +$76K +2,495 +0.4%
BCI
183
Brinker Capital Investments
Pennsylvania
$21.1M +$1.75M +57,387 +10%
AI
184
Atria Investments
North Carolina
$20.8M +$731K +23,985 +4%
AFG
185
Allegheny Financial Group
Pennsylvania
$20.6M +$130K +4,279 +0.7%
LC
186
LCNB Corp
Ohio
$20.6M +$1.53M +50,345 +8%
AF
187
Allworth Financial
California
$20.3M +$2.36M +77,440 +14%
US Bancorp
188
US Bancorp
Minnesota
$20.3M -$1.66M -54,519 -8%
GSIS
189
Global Strategic Investment Solutions
Arizona
$20.2M -$1.8K -59 -0%
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$20.2M -$323K -10,593 -2%
AWS
191
Aspen Wealth Strategies
Colorado
$20.1M -$557K -18,280 -3%
CWP
192
Clark Wealth Partners
Illinois
$20M +$8.9M +291,915 +91%
RC
193
Rovin Capital
Arizona
$19.6M -$1.2M -39,309 -6%
PVAMC
194
PPS&V Asset Management Consultants
Michigan
$19.6M +$177K +5,806 +1%
JJBC
195
James J. Burns & Company
New York
$19.5M -$427K -14,006 -2%
ACA
196
Ackerman Capital Advisors
Texas
$19.3M -$86.3K -2,832 -0.5%
WAM
197
Weinberger Asset Management
California
$19.3M -$704K -23,113 -4%
SWM
198
Schwallier Wealth Management
Michigan
$19.1M -$461K -15,117 -2%
VCA
199
Verdence Capital Advisors
Maryland
$19.1M +$2.01M +65,885 +13%
DCM
200
Donaldson Capital Management
Indiana
$18.8M +$373K +12,234 +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.