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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
FVWA
376
Foster Victor Wealth Advisors
South Carolina
$7.55M
FWM
377
Fingerlakes Wealth Management
New York
$7.54M
TI
378
Truepoint Inc
Ohio
$7.54M
SMC
379
Smith, Moore & Co
Missouri
$7.53M
CAG
380
Csenge Advisory Group
Florida
$7.52M
JPLA
381
Joseph P. Lucia & Associates
New York
$7.5M
NHT
382
New Hampshire Trust
New Hampshire
$7.5M
IFWM
383
Institute for Wealth Management
Colorado
$7.5M
WA
384
WPG Advisers
Maryland
$7.49M
LCM
385
Liberty Capital Management
Michigan
$7.49M
CW
386
CreativeOne Wealth
Kansas
$7.37M
WIA
387
Westbourne Investment Advisors
Maryland
$7.36M
GG
388
Gleason Group
Kentucky
$7.34M
NDSI
389
Newman Dignan & Sheerar Inc
Rhode Island
$7.27M
CA
390
Claro Advisors
Massachusetts
$7.21M
SOS
391
Silver Oak Securities
Tennessee
$7.2M
NA
392
Nestegg Advisors
New York
$7.15M
USCWA
393
U.S. Capital Wealth Advisors
Texas
$7.14M
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$7.02M
PFA
395
Pinnacle Family Advisors
Missouri
$7.01M
SAMC
396
Spectrum Asset Management (California)
California
$6.97M
IAS
397
IMA Advisory Services
Colorado
$6.93M
FFS
398
Founders Financial Securities
Maryland
$6.9M
SPIA
399
Steward Partners Investment Advisory
New York
$6.86M
MIM
400
Macroview Investment Management
Maryland
$6.85M