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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
MWM
251
MinichMacGregor Wealth Management
New York
$15.2M
MWA
252
Martel Wealth Advisors
Washington
$15.1M
GCP
253
Gill Capital Partners
Colorado
$15M
RWP
254
Revolve Wealth Partners
New Jersey
$14.7M
ACS
255
Archford Capital Strategies
Illinois
$14.7M
NLWP
256
Next Level Wealth Planning
Idaho
$14.7M
EF
257
Elite Financial
Idaho
$14.5M
DADC
258
D.A. Davidson & Co
Montana
$14.5M
PWSG
259
Pacific Wealth Strategies Group
California
$14.4M
OAL
260
Oasis Advisors, LLC
Iowa
$14.4M
CKAIS
261
Christensen King & Associates Investment Services
Washington
$14.2M
PF
262
Prosperitas Financial
California
$14.1M
SF
263
Schaeffer Financial
Maryland
$13.9M
OCM
264
One Capital Management
California
$13.7M
BAM
265
Berkshire Asset Management
Pennsylvania
$13.5M
BP
266
Broadleaf Partners
Ohio
$13.4M
JFG
267
Juno Financial Group
Virginia
$13.4M
AAS
268
Asset Allocation Strategies
Michigan
$13.3M
Two Sigma Investments
269
Two Sigma Investments
New York
$13.3M
AWM
270
Accel Wealth Management
Iowa
$13.3M
SWP
271
Stratos Wealth Partners
Ohio
$13.3M
PWM
272
Peak Wealth Management
New Hampshire
$13.2M
OWM
273
Opes Wealth Management
California
$13.2M
CFO
274
CVA Family Office
Colorado
$13.1M
RW
275
Regimen Wealth
Georgia
$13.1M