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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
SMC
376
Smith, Moore & Co
Missouri
$7.53M
CAG
377
Csenge Advisory Group
Florida
$7.52M
JPLA
378
Joseph P. Lucia & Associates
New York
$7.5M
NHT
379
New Hampshire Trust
New Hampshire
$7.5M
IFWM
380
Institute for Wealth Management
Colorado
$7.5M
WA
381
WPG Advisers
Maryland
$7.49M
LCM
382
Liberty Capital Management
Michigan
$7.49M
CW
383
CreativeOne Wealth
Kansas
$7.37M
WIA
384
Westbourne Investment Advisors
Maryland
$7.36M
GG
385
Gleason Group
Kentucky
$7.34M
NDSI
386
Newman Dignan & Sheerar Inc
Rhode Island
$7.27M
CA
387
Claro Advisors
Massachusetts
$7.21M
SOS
388
Silver Oak Securities
Tennessee
$7.2M
NA
389
Nestegg Advisors
New York
$7.15M
USCWA
390
U.S. Capital Wealth Advisors
Texas
$7.14M
RPGK
391
Retirement Planning Group (Kansas)
Kansas
$7.02M
PFA
392
Pinnacle Family Advisors
Missouri
$7.01M
SAMC
393
Spectrum Asset Management (California)
California
$6.97M
IAS
394
IMA Advisory Services
Colorado
$6.93M
FFS
395
Founders Financial Securities
Maryland
$6.9M
SPIA
396
Steward Partners Investment Advisory
New York
$6.86M
MIM
397
Macroview Investment Management
Maryland
$6.85M
JWA
398
JFS Wealth Advisors
Pennsylvania
$6.84M
CFD
399
Creative Financial Designs
Indiana
$6.81M
CA
400
Clearstead Advisors
Ohio
$6.8M