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Schwab US Large-Cap Growth ETF

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.82%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Peak Wealth Management
New Hampshire
$13.2M +$13.2M +405,313 New
OWM
277
Opes Wealth Management
California
$13.2M -$230K -7,085 -2%
CFO
278
CVA Family Office
Colorado
$13.1M +$5.5M +169,224 +72%
RW
279
Regimen Wealth
Georgia
$13.1M -$227K -6,994 -2%
LFP
280
Leeward Financial Partners
Washington
$13.1M -$164K -5,050 -1%
PWA
281
Portus Wealth Advisors
North Carolina
$13M +$128K +3,929 +1%
WA
282
Win Advisors
Florida
$12.8M -$10.2M -314,123 -44%
WMA
283
William Mack & Associates
Michigan
$12.8M -$4.24M -130,259 -25%
PA
284
PFG Advisors
Arizona
$12.8M +$2.25M +69,194 +21%
PSCM
285
Per Stirling Capital Management
Texas
$12.8M -$331K -10,178 -3%
GGI
286
GPM Growth Investors
Michigan
$12.7M -$2.31M -70,989 -15%
FWS
287
FinDec Wealth Services
California
$12.6M -$842K -25,899 -6%
TWM
288
TriaGen Wealth Management
California
$12.4M -$95.4K -2,933 -0.8%
QCM
289
Quantinno Capital Management
New York
$12.4M +$5.11M +157,109 +71%
CA
290
Calton & Associates
Florida
$12.3M +$347K +10,656 +3%
FWP
291
FAS Wealth Partners
Kansas
$12.2M +$5.56K +171 +0%
RMC
292
Ring Mountain Capital
California
$12.1M -$76.4K -2,348 -0.6%
IAN
293
Integrated Advisors Network
Texas
$12M -$850K -26,139 -7%
EFG
294
Everhart Financial Group
Ohio
$12M -$2.47M -76,069 -17%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$11.9M +$101K +3,095 +0.9%
CPA
296
Clear Point Advisors
New York
$11.9M -$586K -18,010 -5%
PAG
297
Powers Advisory Group
Illinois
$11.8M +$253K +7,790 +2%
MBI
298
May Barnhard Investments
Maryland
$11.8M -$911K -28,009 -7%
AIP
299
Almanack Investment Partners
Pennsylvania
$11.7M -$1.75M -53,662 -13%
WF
300
Womack Financial
Texas
$11.7M -$35.1K -1,079 -0.3%