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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
JFG
351
JMG Financial Group
Illinois
$8.48M
E
352
Entelevest
Florida
$8.42M
IIC
353
Integrated Investment Consultants
Michigan
$8.37M
FI
354
FIDELIS iM
Oregon
$8.35M
CIA
355
Cape Investment Advisory
Georgia
$8.35M
CA
356
Cambridge Advisors
Nebraska
$8.3M
BBWP
357
Beacon Bridge Wealth Partners
Pennsylvania
$8.29M
HA
358
HC Advisors
Georgia
$8.28M
EWA
359
Exencial Wealth Advisors
Oklahoma
$8.27M
MAG
360
Mayfair Advisory Group
Alabama
$8.24M
MS
361
Madden Securities
Texas
$8.14M
TF
362
Tenzing Financial
Virginia
$8.12M
VFS
363
Valpey Financial Services
New Hampshire
$8M
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$7.98M
SFG
365
Snider Financial Group
Washington
$7.96M
CFGA
366
Cambridge Financial Group (Arizona)
Arizona
$7.93M
Betterment LLC
367
Betterment LLC
New York
$7.91M
ACA
368
Aptus Capital Advisors
Alabama
$7.9M
AF
369
Amara Financial
California
$7.87M
BAG
370
Bauman Advisory Group
Nevada
$7.84M
SWM
371
Selby Wealth Management
California
$7.72M
DBRC
372
D.B. Root & Company
Pennsylvania
$7.72M
IWM
373
IHT Wealth Management
Illinois
$7.68M
GWM
374
GSB Wealth Management
Connecticut
$7.67M
FS
375
Financially Speaking
Colorado
$7.58M