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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
FI
351
FIDELIS iM
Oregon
$8.35M
CIA
352
Cape Investment Advisory
Georgia
$8.35M
CA
353
Cambridge Advisors
Nebraska
$8.3M
BBWP
354
Beacon Bridge Wealth Partners
Pennsylvania
$8.29M
HA
355
HC Advisors
Georgia
$8.28M
EWA
356
Exencial Wealth Advisors
Oklahoma
$8.27M
MAG
357
Mayfair Advisory Group
Alabama
$8.24M
MS
358
Madden Securities
Texas
$8.14M
TF
359
Tenzing Financial
Virginia
$8.12M
VFS
360
Valpey Financial Services
New Hampshire
$8M
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$7.98M
SFG
362
Snider Financial Group
Washington
$7.96M
CFGA
363
Cambridge Financial Group (Arizona)
Arizona
$7.93M
Betterment LLC
364
Betterment LLC
New York
$7.91M
ACA
365
Aptus Capital Advisors
Alabama
$7.9M
AF
366
Amara Financial
California
$7.87M
BAG
367
Bauman Advisory Group
Nevada
$7.84M
SWM
368
Selby Wealth Management
California
$7.72M
DBRC
369
D.B. Root & Company
Pennsylvania
$7.72M
IWM
370
IHT Wealth Management
Illinois
$7.68M
GWM
371
GSB Wealth Management
Connecticut
$7.67M
FS
372
Financially Speaking
Colorado
$7.58M
FVWA
373
Foster Victor Wealth Advisors
South Carolina
$7.55M
FWM
374
Fingerlakes Wealth Management
New York
$7.54M
TI
375
Truepoint Inc
Ohio
$7.54M