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Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
CAG
376
Csenge Advisory Group
Florida
$7.52M
JPLA
377
Joseph P. Lucia & Associates
New York
$7.5M
NHT
378
New Hampshire Trust
New Hampshire
$7.5M
IFWM
379
Institute for Wealth Management
Colorado
$7.5M
WA
380
WPG Advisers
Maryland
$7.49M
LCM
381
Liberty Capital Management
Michigan
$7.49M
CW
382
CreativeOne Wealth
Kansas
$7.37M
WIA
383
Westbourne Investment Advisors
Maryland
$7.36M
GG
384
Gleason Group
Kentucky
$7.34M
NDSI
385
Newman Dignan & Sheerar Inc
Rhode Island
$7.27M
CA
386
Claro Advisors
Massachusetts
$7.21M
SOS
387
Silver Oak Securities
Tennessee
$7.2M
NA
388
Nestegg Advisors
New York
$7.15M
USCWA
389
U.S. Capital Wealth Advisors
Texas
$7.14M
RPGK
390
Retirement Planning Group (Kansas)
Kansas
$7.02M
PFA
391
Pinnacle Family Advisors
Missouri
$7.01M
SAMC
392
Spectrum Asset Management (California)
California
$6.97M
IAS
393
IMA Advisory Services
Colorado
$6.93M
FFS
394
Founders Financial Securities
Maryland
$6.9M
SPIA
395
Steward Partners Investment Advisory
New York
$6.86M
MIM
396
Macroview Investment Management
Maryland
$6.85M
JWA
397
JFS Wealth Advisors
Pennsylvania
$6.84M
CFD
398
Creative Financial Designs
Indiana
$6.81M
CA
399
Clearstead Advisors
Ohio
$6.8M
DAS
400
Daybright Advisory Services
Florida
$6.74M