SCHG icon

Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
KW
326
Keyvantage Wealth
Pennsylvania
$9.63M
ISWM
327
Independent Solutions Wealth Management
New York
$9.61M
NFW
328
Noble Family Wealth
Florida
$9.54M
BEI
329
Benjamin Edwards Inc
Missouri
$9.49M
ACA
330
Affinity Capital Advisors
California
$9.46M
Corient Private Wealth
331
Corient Private Wealth
Florida
$9.42M
RA
332
RFG Advisory
Alabama
$9.33M
FWA
333
Flagship Wealth Advisors
Massachusetts
$9.27M
AIM
334
AMI Investment Management
Indiana
$9.23M
CAM
335
Cresset Asset Management
Illinois
$9.19M
KV
336
Kickstand Ventures
New York
$9.13M
TF
337
Tompkins Financial
New York
$9.09M
OCPWS
338
One Charles Private Wealth Services
Massachusetts
$8.97M
CMP
339
Courage Miller Partners
Virginia
$8.94M
FNBSF
340
First National Bank Sioux Falls
South Dakota
$8.87M
SCFS
341
Stewardship Concepts Financial Services
Washington
$8.82M
CA
342
CoreCap Advisors
Michigan
$8.79M
BCM
343
Brookstone Capital Management
Illinois
$8.63M
RM
344
RCW Management
Florida
$8.57M
AWA
345
Acorn Wealth Advisors
Michigan
$8.56M
AAS
346
Ameritas Advisory Services
Nebraska
$8.55M
JFG
347
JMG Financial Group
Illinois
$8.48M
E
348
Entelevest
Florida
$8.42M
IIC
349
Integrated Investment Consultants
Michigan
$8.37M
FI
350
FIDELIS iM
Oregon
$8.35M