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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
CPIG
301
Chicago Partners Investment Group
Illinois
$11.6M +$476K +14,643 +4%
MAM
302
McCarthy Asset Management
California
$11.6M +$313K +9,632 +3%
HWMC
303
Heritage Wealth Management (California)
California
$11.6M -$578K -17,779 -5%
MFG
304
Mainsail Financial Group
Washington
$11.5M +$191K +5,859 +2%
AWM
305
AE Wealth Management
Kansas
$11.5M -$311K -9,558 -3%
CFG
306
Certior Financial Group
Pennsylvania
$11.3M +$272K +8,377 +2%
SW
307
Simplicity Wealth
New Jersey
$11.2M +$1.35M +41,469 +14%
FF
308
Fairway Financial
Florida
$11.1M -$91.9K -2,826 -0.8%
LAM
309
L2 Asset Management
Massachusetts
$11M +$3.63M +111,552 +49%
MWM
310
Maridea Wealth Management
New York
$11M +$624K +19,176 +6%
AWM
311
Apollon Wealth Management
South Carolina
$11M -$315K -9,686 -3%
ATWA
312
Arbor Trust Wealth Advisors
Michigan
$10.9M -$185K -5,678 -2%
DFA
313
DHJJ Financial Advisors
Illinois
$10.8M -$87.5K -2,691 -0.8%
CAC
314
Certified Advisory Corp
Florida
$10.8M +$169K +5,206 +2%
CCM
315
Coldstream Capital Management
Washington
$10.7M -$84.6K -2,602 -0.8%
MA
316
MBA Advisors
Pennsylvania
$10.6M +$220K +6,755 +2%
CFGSD
317
Compass Financial Group (South Dakota)
South Dakota
$10.6M +$2.11M +64,904 +25%
IC
318
IEQ Capital
California
$10.6M +$12.3K +379 +0.1%
JWCA
319
J.W. Cole Advisors
Florida
$10.5M +$2.08M +64,102 +15%
VFA
320
Valeo Financial Advisors
Indiana
$10.4M +$27.4K +842 +0.3%
BBA
321
BLB&B Advisors
Pennsylvania
$10.4M +$400K +12,296 +4%
MCA
322
MSH Capital Advisors
Arizona
$10.3M +$280K +8,595 +3%
PF
323
Prota Financial
Texas
$10.3M +$10.3M +315,580 New
HAS
324
HBW Advisory Services
California
$10.3M +$3.18M +97,647 +45%
CSF
325
Capital Squared Financial
Maryland
$10.3M +$296K +9,098 +3%