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Schwab US Large-Cap Growth ETF

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.82%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WealthShield Partners
North Carolina
$16.9M -$901K -27,700 -5%
Fidelity Investments
227
Fidelity Investments
Massachusetts
$16.9M +$1.49M +45,670 +10%
SFG
228
Sage Financial Group
Pennsylvania
$16.9M -$804K -24,734 -5%
SFWC
229
Strategic Family Wealth Counselors
New Jersey
$16.8M +$311K +9,553 +2%
HI
230
Harbour Investments
Wisconsin
$16.7M -$202K -6,223 -1%
JC
231
JBGlobal.com
New York
$16.7M +$18.3M +562,709 New
YIA
232
YHB Investment Advisors
Connecticut
$16.6M +$410K +12,618 +3%
CFMC
233
Curbstone Financial Management Corp
New Hampshire
$16.5M -$346K -10,640 -2%
OC
234
Oppenheimer & Co
New York
$16.3M +$241K +7,401 +2%
KA
235
Kovack Advisors
Florida
$16.2M -$524K -16,124 -3%
AZ
236
Alpha Zero
Florida
$16.1M +$2.1M +64,571 +15%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$16M -$22.4K -689 -0.1%
PMG
238
ProVise Management Group
Florida
$16M -$494K -15,180 -3%
AWS
239
Aspen Wealth Strategies
Colorado
$15.9M -$4.57M -140,558 -22%
CL
240
Choreo LLC
Illinois
$15.8M -$186K -5,722 -1%
FIA
241
Foundations Investment Advisors
Arizona
$15.8M +$1.54M +47,368 +11%
TFG
242
Team Financial Group
California
$15.7M +$190K +5,855 +1%
CNWM
243
Clay Northam Wealth Management
California
$15.7M -$59K -1,815 -0.4%
IA
244
IFS Advisors
Kansas
$15.7M +$2.8M +86,058 +22%
RWA
245
Redhawk Wealth Advisors
Minnesota
$15.6M -$201K -6,185 -1%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$15.5M +$5.66M +174,139 +58%
VCWM
247
Vista Cima Wealth Management
Arizona
$15.5M +$348K +10,698 +2%
FWA
248
FSM Wealth Advisors
Ohio
$15.4M +$1.58M +48,676 +11%
IA
249
Integrity Alliance
Iowa
$15.4M -$87.8K -2,701 -0.6%
LBC
250
Lowe Brockenbrough & Co
Virginia
$15.4M -$682K -20,970 -4%