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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
AWM
301
AE Wealth Management
Kansas
$11.5M
CFG
302
Certior Financial Group
Pennsylvania
$11.3M
SW
303
Simplicity Wealth
New Jersey
$11.2M
FF
304
Fairway Financial
Florida
$11.1M
LAM
305
L2 Asset Management
Massachusetts
$11M
MWM
306
Maridea Wealth Management
New York
$11M
AWM
307
Apollon Wealth Management
South Carolina
$11M
ATWA
308
Arbor Trust Wealth Advisors
Michigan
$10.9M
DFA
309
DHJJ Financial Advisors
Illinois
$10.8M
CAC
310
Certified Advisory Corp
Florida
$10.8M
CCM
311
Coldstream Capital Management
Washington
$10.7M
MA
312
MBA Advisors
Pennsylvania
$10.6M
CFGSD
313
Compass Financial Group (South Dakota)
South Dakota
$10.6M
IC
314
IEQ Capital
California
$10.6M
JWCA
315
J.W. Cole Advisors
Florida
$10.5M
VFA
316
Valeo Financial Advisors
Indiana
$10.4M
BBA
317
BLB&B Advisors
Pennsylvania
$10.4M
MCA
318
MSH Capital Advisors
Arizona
$10.3M
PFL
319
Prota Financial, LLC
Texas
$10.3M
HAS
320
HBW Advisory Services
California
$10.3M
DC
321
Davenport & Co
Virginia
$10.3M
RFM
322
Royal Fund Management
Florida
$10.2M
SFMG
323
Sage Financial Management Group
Virginia
$10M
KFAS
324
Keating Financial Advisory Services
Kansas
$9.93M
SAM
325
Smartleaf Asset Management
Massachusetts
$9.89M