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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
ACA
376
Aptus Capital Advisors
Alabama
$7.9M +$289K +8,898 +4%
AF
377
Amara Financial
California
$7.87M -$7.71K -237 -0.1%
BAG
378
Bauman Advisory Group
Nevada
$7.84M +$7.82M +240,386 New
SWM
379
Selby Wealth Management
California
$7.72M +$7.7M +236,729 New
DBRC
380
D.B. Root & Company
Pennsylvania
$7.72M -$229K -7,028 -3%
IWM
381
IHT Wealth Management
Illinois
$7.68M -$3.55M -109,128 -32%
GWM
382
GSB Wealth Management
Connecticut
$7.67M +$95.6K +2,940 +1%
FS
383
Financially Speaking
Colorado
$7.58M -$1.16M -35,632 -13%
FVWA
384
Foster Victor Wealth Advisors
South Carolina
$7.55M +$278K +8,548 +4%
FWM
385
Fingerlakes Wealth Management
New York
$7.54M +$422K +12,988 +6%
TI
386
Truepoint Inc
Ohio
$7.54M -$618K -19,007 -8%
SMC
387
Smith, Moore & Co
Missouri
$7.53M +$16.7K +514 +0.2%
CAG
388
Csenge Advisory Group
Florida
$7.52M +$44.4K +1,365 +0.6%
JPLA
389
Joseph P. Lucia & Associates
New York
$7.5M -$225K -6,926 -3%
NHT
390
New Hampshire Trust
New Hampshire
$7.5M +$3.57M +109,829 +91%
IFWM
391
Institute for Wealth Management
Colorado
$7.5M -$33K -1,016 -0.4%
WA
392
WPG Advisers
Maryland
$7.49M +$2.02M +62,160 +37%
LCM
393
Liberty Capital Management
Michigan
$7.49M +$107K +3,279 +1%
CW
394
CreativeOne Wealth
Kansas
$7.37M +$332K +10,208 +5%
WIA
395
Westbourne Investment Advisors
Maryland
$7.36M +$69.1K +2,125 +1%
GG
396
Gleason Group
Kentucky
$7.34M +$7.16K +220 +0.1%
NDSI
397
Newman Dignan & Sheerar Inc
Rhode Island
$7.27M -$83.9K -2,581 -1%
CA
398
Claro Advisors
Massachusetts
$7.21M -$526K -16,174 -7%
SOS
399
Silver Oak Securities
Tennessee
$7.2M +$456K +14,013 +7%
NA
400
Nestegg Advisors
New York
$7.15M +$108K +3,331 +2%