SCHG icon

Schwab US Large-Cap Growth ETF

1,607 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 655 increasing their positions, 552 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
SFG
226
Sage Financial Group
Pennsylvania
$16.9M
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$16.8M
HI
228
Harbour Investments
Wisconsin
$16.7M
JC
229
JBGlobal.com
New York
$16.7M
YIA
230
YHB Investment Advisors
Connecticut
$16.6M
CFMC
231
Curbstone Financial Management Corp
New Hampshire
$16.5M
OC
232
Oppenheimer & Co
New York
$16.3M
KA
233
Kovack Advisors
Florida
$16.2M
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$16M
PMG
235
ProVise Management Group
Florida
$16M
AWS
236
Aspen Wealth Strategies
Colorado
$15.9M
CL
237
Choreo LLC
Illinois
$15.8M
FIA
238
Foundations Investment Advisors
Arizona
$15.8M
TFG
239
Team Financial Group
California
$15.7M
CNWM
240
Clay Northam Wealth Management
California
$15.7M
IA
241
IFS Advisors
Kansas
$15.7M
RWA
242
Redhawk Wealth Advisors
Minnesota
$15.6M
Bank of New York Mellon
243
Bank of New York Mellon
New York
$15.5M
VCWM
244
Vista Cima Wealth Management
Arizona
$15.5M
FWA
245
FSM Wealth Advisors
Ohio
$15.4M
IA
246
Integrity Alliance
Iowa
$15.4M
LBC
247
Lowe Brockenbrough & Co
Virginia
$15.4M
KWM
248
Kingsview Wealth Management
Oregon
$15.3M
PIP
249
Peachtree Investment Partners
Florida
$15.3M
BRWM
250
Blue Rock Wealth Management
North Carolina
$15.2M