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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
MWA
251
Martel Wealth Advisors
Washington
$15.1M
GCP
252
Gill Capital Partners
Colorado
$15M
RWP
253
Revolve Wealth Partners
New Jersey
$14.7M
ACS
254
Archford Capital Strategies
Illinois
$14.7M
NLWP
255
Next Level Wealth Planning
Idaho
$14.7M
EF
256
Elite Financial
Idaho
$14.5M
DADC
257
D.A. Davidson & Co
Montana
$14.5M
PWSG
258
Pacific Wealth Strategies Group
California
$14.4M
CKAIS
259
Christensen King & Associates Investment Services
Washington
$14.2M
PF
260
Prosperitas Financial
California
$14.1M
SF
261
Schaeffer Financial
Maryland
$13.9M
OCM
262
One Capital Management
California
$13.7M
BAM
263
Berkshire Asset Management
Pennsylvania
$13.5M
BP
264
Broadleaf Partners
Ohio
$13.4M
JFG
265
Juno Financial Group
Virginia
$13.4M
AAS
266
Asset Allocation Strategies
Michigan
$13.3M
Two Sigma Investments
267
Two Sigma Investments
New York
$13.3M
AWM
268
Accel Wealth Management
Iowa
$13.3M
SWP
269
Stratos Wealth Partners
Ohio
$13.3M
PWM
270
Peak Wealth Management
New Hampshire
$13.2M
OWM
271
Opes Wealth Management
California
$13.2M
CFO
272
CVA Family Office
Colorado
$13.1M
RW
273
Regimen Wealth
Georgia
$13.1M
LFP
274
Leeward Financial Partners
Washington
$13.1M
PWA
275
Portus Wealth Advisors
North Carolina
$13M