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