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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
RWP
251
Revolve Wealth Partners
New Jersey
$14.7M
ACS
252
Archford Capital Strategies
Illinois
$14.7M
NLWP
253
Next Level Wealth Planning
Idaho
$14.7M
EF
254
Elite Financial
Idaho
$14.5M
DADC
255
D.A. Davidson & Co
Montana
$14.5M
PWSG
256
Pacific Wealth Strategies Group
California
$14.4M
CKAIS
257
Christensen King & Associates Investment Services
Washington
$14.2M
PF
258
Prosperitas Financial
California
$14.1M
SF
259
Schaeffer Financial
Maryland
$13.9M
OCM
260
One Capital Management
California
$13.7M
BAM
261
Berkshire Asset Management
Pennsylvania
$13.5M
BP
262
Broadleaf Partners
Ohio
$13.4M
JFG
263
Juno Financial Group
Virginia
$13.4M
AAS
264
Asset Allocation Strategies
Michigan
$13.3M
Two Sigma Investments
265
Two Sigma Investments
New York
$13.3M
AWM
266
Accel Wealth Management
Iowa
$13.3M
SWP
267
Stratos Wealth Partners
Ohio
$13.3M
PWM
268
Peak Wealth Management
New Hampshire
$13.2M
OWM
269
Opes Wealth Management
California
$13.2M
CFO
270
CVA Family Office
Colorado
$13.1M
RW
271
Regimen Wealth
Georgia
$13.1M
LFP
272
Leeward Financial Partners
Washington
$13.1M
PWA
273
Portus Wealth Advisors
North Carolina
$13M
WA
274
Win Advisors
Florida
$12.8M
WMA
275
William Mack & Associates
Michigan
$12.8M