SCHG icon

Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
LAM
301
L2 Asset Management
Massachusetts
$11M
MWM
302
Maridea Wealth Management
New York
$11M
AWM
303
Apollon Wealth Management
South Carolina
$11M
ATWA
304
Arbor Trust Wealth Advisors
Michigan
$10.9M
DFA
305
DHJJ Financial Advisors
Illinois
$10.8M
CAC
306
Certified Advisory Corp
Florida
$10.8M
CCM
307
Coldstream Capital Management
Washington
$10.7M
MA
308
MBA Advisors
Pennsylvania
$10.6M
CFGSD
309
Compass Financial Group (South Dakota)
South Dakota
$10.6M
IC
310
IEQ Capital
California
$10.6M
JWCA
311
J.W. Cole Advisors
Florida
$10.5M
VFA
312
Valeo Financial Advisors
Indiana
$10.4M
BBA
313
BLB&B Advisors
Pennsylvania
$10.4M
MCA
314
MSH Capital Advisors
Arizona
$10.3M
HAS
315
HBW Advisory Services
California
$10.3M
DC
316
Davenport & Co
Virginia
$10.3M
RFM
317
Royal Fund Management
Florida
$10.2M
SFMG
318
Sage Financial Management Group
Virginia
$10M
KFAS
319
Keating Financial Advisory Services
Kansas
$9.93M
SAM
320
Smartleaf Asset Management
Massachusetts
$9.89M
CFA
321
Cahill Financial Advisors
Minnesota
$9.78M
BCIM
322
Bishop & Co Investment Management
Pennsylvania
$9.77M
WF
323
Warner Financial
Maryland
$9.77M
P
324
&Partners
Tennessee
$9.71M
WMWM
325
Wilkins Miller Wealth Management
Alabama
$9.68M