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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
CFA
326
Cahill Financial Advisors
Minnesota
$9.78M
BCIM
327
Bishop & Co Investment Management
Pennsylvania
$9.77M
WF
328
Warner Financial
Maryland
$9.77M
P
329
&Partners
Tennessee
$9.71M
WMWM
330
Wilkins Miller Wealth Management
Alabama
$9.68M
KW
331
Keyvantage Wealth
Pennsylvania
$9.63M
ISWM
332
Independent Solutions Wealth Management
New York
$9.61M
NFW
333
Noble Family Wealth
Florida
$9.54M
BEI
334
Benjamin Edwards Inc
Missouri
$9.49M
ACA
335
Affinity Capital Advisors
California
$9.46M
RA
336
RFG Advisory
Alabama
$9.33M
FWA
337
Flagship Wealth Advisors
Massachusetts
$9.27M
AIM
338
AMI Investment Management
Indiana
$9.23M
CAM
339
Cresset Asset Management
Illinois
$9.19M
KV
340
Kickstand Ventures
New York
$9.13M
TF
341
Tompkins Financial
New York
$9.09M
OCPWS
342
One Charles Private Wealth Services
Massachusetts
$8.97M
CMP
343
Courage Miller Partners
Virginia
$8.94M
FNBSF
344
First National Bank Sioux Falls
South Dakota
$8.87M
SCFS
345
Stewardship Concepts Financial Services
Washington
$8.82M
CA
346
CoreCap Advisors
Michigan
$8.79M
BCM
347
Brookstone Capital Management
Illinois
$8.63M
RM
348
RCW Management
Florida
$8.57M
AWA
349
Acorn Wealth Advisors
Michigan
$8.56M
AAS
350
Ameritas Advisory Services
Nebraska
$8.55M