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Schwab US Large-Cap Growth ETF

1,597 hedge funds and large institutions have $28B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 653 increasing their positions, 550 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.7M
Puts
$7.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JC
226
JBGlobal.com
New York
$16.7M
YIA
227
YHB Investment Advisors
Connecticut
$16.6M
CFMC
228
Curbstone Financial Management Corp
New Hampshire
$16.5M
OC
229
Oppenheimer & Co
New York
$16.3M
KA
230
Kovack Advisors
Florida
$16.2M
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$16M
PMG
232
ProVise Management Group
Florida
$16M
AWS
233
Aspen Wealth Strategies
Colorado
$15.9M
CL
234
Choreo LLC
Illinois
$15.8M
FIA
235
Foundations Investment Advisors
Arizona
$15.8M
TFG
236
Team Financial Group
California
$15.7M
CNWM
237
Clay Northam Wealth Management
California
$15.7M
IA
238
IFS Advisors
Kansas
$15.7M
RWA
239
Redhawk Wealth Advisors
Minnesota
$15.6M
Bank of New York Mellon
240
Bank of New York Mellon
New York
$15.5M
VCWM
241
Vista Cima Wealth Management
Arizona
$15.5M
FWA
242
FSM Wealth Advisors
Ohio
$15.4M
IA
243
Integrity Alliance
Iowa
$15.4M
LBC
244
Lowe Brockenbrough & Co
Virginia
$15.4M
KWM
245
Kingsview Wealth Management
Oregon
$15.3M
PIP
246
Peachtree Investment Partners
Florida
$15.3M
BRWM
247
Blue Rock Wealth Management
North Carolina
$15.2M
MWM
248
MinichMacGregor Wealth Management
New York
$15.2M
MWA
249
Martel Wealth Advisors
Washington
$15.1M
GCP
250
Gill Capital Partners
Colorado
$15M