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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B +$203M +6,651,144 +12%
SEI Investments
2
SEI Investments
Pennsylvania
$1.42B -$39.4M -1,294,397 -3%
MG
3
Mather Group
Illinois
$1.35B -$3.62M -118,636 -0.3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.14B -$78.8M -2,586,022 -7%
Charles Schwab
5
Charles Schwab
California
$1.1B +$52M +1,705,417 +5%
LPL Financial
6
LPL Financial
California
$1.01B +$117M +3,847,060 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$608M +$18.2M +597,199 +3%
Mariner
8
Mariner
Kansas
$570M +$1.18M +38,809 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$533M +$38.5M +1,261,913 +8%
VIA
10
Vantagepoint Investment Advisers
District of Columbia
$511M +$489M +16,029,106 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$491M +$186M +6,117,535 +66%
APP
12
Avantax Planning Partners
Iowa
$479M -$5.84M -191,664 -1%
Raymond James Financial
13
Raymond James Financial
Florida
$463M -$24.4M -800,311 -5%
MML Investors Services
14
MML Investors Services
Massachusetts
$325M +$46.7M +1,530,752 +18%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$320M +$25.6M +840,550 +9%
FEG
16
Fund Evaluation Group
Ohio
$308M +$14.1M +462,869 +5%
Morgan Stanley
17
Morgan Stanley
New York
$283M -$1.89M -62,034 -0.7%
Bank of America
18
Bank of America
North Carolina
$268M +$10M +329,009 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$268M +$27.3M +896,496 +12%
HighTower Advisors
20
HighTower Advisors
Illinois
$260M +$7.18M +235,705 +3%
OIA
21
OneDigital Investment Advisors
Kansas
$236M +$3.89M +127,736 +2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$233M +$849K +27,859 +0.4%
ML
23
McAdam LLC
Pennsylvania
$224M +$6.31M +207,119 +3%
MGIA
24
Moneta Group Investment Advisors
Missouri
$187M +$3.37M +110,720 +2%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$182M +$2.71M +89,055 +2%

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.