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Schwab US Large-Cap Growth ETF

1,604 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 185 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$16.8M
HI
227
Harbour Investments
Wisconsin
$16.7M
JC
228
JBGlobal.com
New York
$16.7M
YIA
229
YHB Investment Advisors
Connecticut
$16.6M
CFMC
230
Curbstone Financial Management Corp
New Hampshire
$16.5M
OC
231
Oppenheimer & Co
New York
$16.3M
KA
232
Kovack Advisors
Florida
$16.2M
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$16M
PMG
234
ProVise Management Group
Florida
$16M
AWS
235
Aspen Wealth Strategies
Colorado
$15.9M
CL
236
Choreo LLC
Illinois
$15.8M
FIA
237
Foundations Investment Advisors
Arizona
$15.8M
TFG
238
Team Financial Group
California
$15.7M
CNWM
239
Clay Northam Wealth Management
California
$15.7M
IA
240
IFS Advisors
Kansas
$15.7M
RWA
241
Redhawk Wealth Advisors
Minnesota
$15.6M
Bank of New York Mellon
242
Bank of New York Mellon
New York
$15.5M
VCWM
243
Vista Cima Wealth Management
Arizona
$15.5M
FWA
244
FSM Wealth Advisors
Ohio
$15.4M
IA
245
Integrity Alliance
Iowa
$15.4M
LBC
246
Lowe Brockenbrough & Co
Virginia
$15.4M
KWM
247
Kingsview Wealth Management
Oregon
$15.3M
PIP
248
Peachtree Investment Partners
Florida
$15.3M
BRWM
249
Blue Rock Wealth Management
North Carolina
$15.2M
MWM
250
MinichMacGregor Wealth Management
New York
$15.2M