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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
LFP
276
Leeward Financial Partners
Washington
$13.1M
PWA
277
Portus Wealth Advisors
North Carolina
$13M
WA
278
Win Advisors
Florida
$12.8M
WMA
279
William Mack & Associates
Michigan
$12.8M
PA
280
PFG Advisors
Arizona
$12.8M
PSCM
281
Per Stirling Capital Management
Texas
$12.8M
GGI
282
GPM Growth Investors
Michigan
$12.7M
FWS
283
FinDec Wealth Services
California
$12.6M
TWM
284
TriaGen Wealth Management
California
$12.4M
QCM
285
Quantinno Capital Management
New York
$12.4M
CA
286
Calton & Associates
Florida
$12.3M
FWP
287
FAS Wealth Partners
Kansas
$12.2M
RMC
288
Ring Mountain Capital
California
$12.1M
IAN
289
Integrated Advisors Network
Texas
$12M
EFG
290
Everhart Financial Group
Ohio
$12M
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$11.9M
CPA
292
Clear Point Advisors
New York
$11.9M
PAG
293
Powers Advisory Group
Illinois
$11.8M
MBI
294
May Barnhard Investments
Maryland
$11.8M
AIP
295
Almanack Investment Partners
Pennsylvania
$11.7M
WF
296
Womack Financial
Texas
$11.7M
CPIG
297
Chicago Partners Investment Group
Illinois
$11.6M
MAM
298
McCarthy Asset Management
California
$11.6M
HWMC
299
Heritage Wealth Management (California)
California
$11.6M
MFG
300
Mainsail Financial Group
Washington
$11.5M