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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
SW
301
Simplicity Wealth
New Jersey
$11.2M
FF
302
Fairway Financial
Florida
$11.1M
LAM
303
L2 Asset Management
Massachusetts
$11M
MWM
304
Maridea Wealth Management
New York
$11M
AWM
305
Apollon Wealth Management
South Carolina
$11M
ATWA
306
Arbor Trust Wealth Advisors
Michigan
$10.9M
DFA
307
DHJJ Financial Advisors
Illinois
$10.8M
CAC
308
Certified Advisory Corp
Florida
$10.8M
CCM
309
Coldstream Capital Management
Washington
$10.7M
MA
310
MBA Advisors
Pennsylvania
$10.6M
CFGSD
311
Compass Financial Group (South Dakota)
South Dakota
$10.6M
IC
312
IEQ Capital
California
$10.6M
JWCA
313
J.W. Cole Advisors
Florida
$10.5M
VFA
314
Valeo Financial Advisors
Indiana
$10.4M
BBA
315
BLB&B Advisors
Pennsylvania
$10.4M
MCA
316
MSH Capital Advisors
Arizona
$10.3M
HAS
317
HBW Advisory Services
California
$10.3M
DC
318
Davenport & Co
Virginia
$10.3M
RFM
319
Royal Fund Management
Florida
$10.2M
SFMG
320
Sage Financial Management Group
Virginia
$10M
KFAS
321
Keating Financial Advisory Services
Kansas
$9.93M
SAM
322
Smartleaf Asset Management
Massachusetts
$9.89M
CFA
323
Cahill Financial Advisors
Minnesota
$9.78M
BCIM
324
Bishop & Co Investment Management
Pennsylvania
$9.77M
WF
325
Warner Financial
Maryland
$9.77M