We are live on ! Find out more
SCHG icon

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
SCFS
351
Stewardship Concepts Financial Services
Washington
$8.82M +$8.79M +270,205 New
CA
352
CoreCap Advisors
Michigan
$8.79M -$846 -26 -0%
BCM
353
Brookstone Capital Management
Illinois
$8.63M -$973K -29,921 -10%
RM
354
RCW Management
Florida
$8.57M +$8.54M +262,645 New
AWA
355
Acorn Wealth Advisors
Michigan
$8.56M +$1.56M +47,945 +22%
AAS
356
Ameritas Advisory Services
Nebraska
$8.55M +$6.71M +206,216 +368%
BHFP
357
Blom & Howell Financial Planning
California
$8.5M +$8.48M +260,591 New
JFG
358
JMG Financial Group
Illinois
$8.48M -$159K -4,879 -2%
E
359
Entelevest
Florida
$8.42M +$8.39M +257,931 New
IIC
360
Integrated Investment Consultants
Michigan
$8.37M -$224K -6,886 -3%
FI
361
FIDELIS iM
Oregon
$8.35M +$8.33M +256,045 New
CIA
362
Cape Investment Advisory
Georgia
$8.35M +$7.97M +245,003 +2,229%
CA
363
Cambridge Advisors
Nebraska
$8.3M -$22.5K -691 -0.3%
BBWP
364
Beacon Bridge Wealth Partners
Pennsylvania
$8.29M +$383K +11,791 +5%
HA
365
HC Advisors
Georgia
$8.28M +$782K +24,033 +10%
EWA
366
Exencial Wealth Advisors
Oklahoma
$8.27M +$162K +4,976 +2%
MAG
367
Mayfair Advisory Group
Alabama
$8.24M -$384K -11,804 -4%
EFG
368
Everest Financial Group
Minnesota
$8.15M +$8.13M +249,838 New
MS
369
Madden Securities
Texas
$8.14M -$173K -5,316 -2%
TF
370
Tenzing Financial
Virginia
$8.12M +$8.1M +249,052 New
VFS
371
Valpey Financial Services
New Hampshire
$8M -$192K -5,910 -2%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$7.98M -$757K -23,266 -9%
SFG
373
Snider Financial Group
Washington
$7.96M -$247K -7,580 -3%
CFGA
374
Cambridge Financial Group (Arizona)
Arizona
$7.93M +$92.1K +2,833 +1%
Betterment LLC
375
Betterment LLC
New York
$7.91M +$364K +11,204 +5%