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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
P
326
&Partners
Tennessee
$9.71M
WMWM
327
Wilkins Miller Wealth Management
Alabama
$9.68M
KW
328
Keyvantage Wealth
Pennsylvania
$9.63M
ISWM
329
Independent Solutions Wealth Management
New York
$9.61M
NFW
330
Noble Family Wealth
Florida
$9.54M
BEI
331
Benjamin Edwards Inc
Missouri
$9.49M
ACA
332
Affinity Capital Advisors
California
$9.46M
RA
333
RFG Advisory
Alabama
$9.33M
FWA
334
Flagship Wealth Advisors
Massachusetts
$9.27M
AIM
335
AMI Investment Management
Indiana
$9.23M
CAM
336
Cresset Asset Management
Illinois
$9.19M
KV
337
Kickstand Ventures
New York
$9.13M
TF
338
Tompkins Financial
New York
$9.09M
OCPWS
339
One Charles Private Wealth Services
Massachusetts
$8.97M
CMP
340
Courage Miller Partners
Virginia
$8.94M
FNBSF
341
First National Bank Sioux Falls
South Dakota
$8.87M
SCFS
342
Stewardship Concepts Financial Services
Washington
$8.82M
CA
343
CoreCap Advisors
Michigan
$8.79M
BCM
344
Brookstone Capital Management
Illinois
$8.63M
RM
345
RCW Management
Florida
$8.57M
AWA
346
Acorn Wealth Advisors
Michigan
$8.56M
AAS
347
Ameritas Advisory Services
Nebraska
$8.55M
JFG
348
JMG Financial Group
Illinois
$8.48M
E
349
Entelevest
Florida
$8.42M
IIC
350
Integrated Investment Consultants
Michigan
$8.37M