SCHG icon

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
PA
276
PFG Advisors
Arizona
$12.8M
PSCM
277
Per Stirling Capital Management
Texas
$12.8M
GGI
278
GPM Growth Investors
Michigan
$12.7M
FWS
279
FinDec Wealth Services
California
$12.6M
TWM
280
TriaGen Wealth Management
California
$12.4M
QCM
281
Quantinno Capital Management
New York
$12.4M
CA
282
Calton & Associates
Florida
$12.3M
FWP
283
FAS Wealth Partners
Kansas
$12.2M
RMC
284
Ring Mountain Capital
California
$12.1M
IAN
285
Integrated Advisors Network
Texas
$12M
EFG
286
Everhart Financial Group
Ohio
$12M
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$11.9M
CPA
288
Clear Point Advisors
New York
$11.9M
PAG
289
Powers Advisory Group
Illinois
$11.8M
MBI
290
May Barnhard Investments
Maryland
$11.8M
AIP
291
Almanack Investment Partners
Pennsylvania
$11.7M
WF
292
Womack Financial
Texas
$11.7M
CPIG
293
Chicago Partners Investment Group
Illinois
$11.6M
MAM
294
McCarthy Asset Management
California
$11.6M
HWMC
295
Heritage Wealth Management (California)
California
$11.6M
MFG
296
Mainsail Financial Group
Washington
$11.5M
AWM
297
AE Wealth Management
Kansas
$11.5M
CFG
298
Certior Financial Group
Pennsylvania
$11.3M
SW
299
Simplicity Wealth
New Jersey
$11.2M
FF
300
Fairway Financial
Florida
$11.1M