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Schwab US Large-Cap Growth ETF

1,629 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 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.82%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
326
Davenport & Co
Virginia
$10.3M -$72.2K -2,220 -0.7%
RFM
327
Royal Fund Management
Florida
$10.2M +$6.46M +198,772 +177%
SFMG
328
Sage Financial Management Group
Virginia
$10M -$96.5K -2,968 -1%
KFAS
329
Keating Financial Advisory Services
Kansas
$9.93M +$9.9M +304,469 New
SAM
330
Smartleaf Asset Management
Massachusetts
$9.89M +$111K +3,409 +1%
CFA
331
Cahill Financial Advisors
Minnesota
$9.78M -$228K -7,006 -2%
BCIM
332
Bishop & Co Investment Management
Pennsylvania
$9.77M -$314K -9,650 -3%
WF
333
Warner Financial
Maryland
$9.77M +$120K +3,691 +1%
P
334
&Partners
Tennessee
$9.71M +$626K +19,259 +7%
WMWM
335
Wilkins Miller Wealth Management
Alabama
$9.68M +$8.23K +253 +0.1%
KW
336
Keyvantage Wealth
Pennsylvania
$9.63M -$1.01M -31,053 -10%
ISWM
337
Independent Solutions Wealth Management
New York
$9.61M -$221K -6,796 -2%
BW
338
Bravera Wealth
North Dakota
$9.6M +$9.57M +294,223 New
NFW
339
Noble Family Wealth
Florida
$9.54M -$238K -7,307 -2%
BEI
340
Benjamin Edwards Inc
Missouri
$9.49M -$20.6K -634 -0.2%
ACA
341
Affinity Capital Advisors
California
$9.46M -$451K -13,876 -5%
RA
342
RFG Advisory
Alabama
$9.33M +$981K +30,162 +12%
FWA
343
Flagship Wealth Advisors
Massachusetts
$9.27M +$2.61M +80,347 +39%
AIM
344
AMI Investment Management
Indiana
$9.23M +$4.18M +128,464 +83%
CAM
345
Cresset Asset Management
Illinois
$9.19M -$1.51M -46,579 -14%
KV
346
Kickstand Ventures
New York
$9.13M +$130K +4,012 +1%
TF
347
Tompkins Financial
New York
$9.09M +$1.51M +46,532 +20%
OCPWS
348
One Charles Private Wealth Services
Massachusetts
$8.97M -$3.97K -122 -0%
CMP
349
Courage Miller Partners
Virginia
$8.94M -$439K -13,513 -5%
FNBSF
350
First National Bank Sioux Falls
South Dakota
$8.87M +$29.4K +903 +0.3%