SCHG icon

Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
AAS
351
Ameritas Advisory Services
Nebraska
$8.55M
JFG
352
JMG Financial Group
Illinois
$8.48M
E
353
Entelevest
Florida
$8.42M
IIC
354
Integrated Investment Consultants
Michigan
$8.37M
FI
355
FIDELIS iM
Oregon
$8.35M
CIA
356
Cape Investment Advisory
Georgia
$8.35M
CA
357
Cambridge Advisors
Nebraska
$8.3M
BBWP
358
Beacon Bridge Wealth Partners
Pennsylvania
$8.29M
HA
359
HC Advisors
Georgia
$8.28M
EWA
360
Exencial Wealth Advisors
Oklahoma
$8.27M
MAG
361
Mayfair Advisory Group
Alabama
$8.24M
MS
362
Madden Securities
Texas
$8.14M
TF
363
Tenzing Financial
Virginia
$8.12M
VFS
364
Valpey Financial Services
New Hampshire
$8M
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$7.98M
SFG
366
Snider Financial Group
Washington
$7.96M
CFGA
367
Cambridge Financial Group (Arizona)
Arizona
$7.93M
Betterment LLC
368
Betterment LLC
New York
$7.91M
ACA
369
Aptus Capital Advisors
Alabama
$7.9M
AF
370
Amara Financial
California
$7.87M
BAG
371
Bauman Advisory Group
Nevada
$7.84M
SWM
372
Selby Wealth Management
California
$7.72M
DBRC
373
D.B. Root & Company
Pennsylvania
$7.72M
IWM
374
IHT Wealth Management
Illinois
$7.68M
GWM
375
GSB Wealth Management
Connecticut
$7.67M