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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
MIM
401
Macroview Investment Management
Maryland
$6.85M
JWA
402
JFS Wealth Advisors
Pennsylvania
$6.84M
CFD
403
Creative Financial Designs
Indiana
$6.81M
CA
404
Clearstead Advisors
Ohio
$6.8M
DAS
405
Daybright Advisory Services
Florida
$6.74M
SWM
406
Silverlake Wealth Management
Vermont
$6.73M
OWM
407
Orgel Wealth Management
Wisconsin
$6.72M
CI
408
CX Institutional
Indiana
$6.63M
BlackRock
409
BlackRock
New York
$6.59M
PG
410
Prostatis Group
Maryland
$6.52M
MCCA
411
Mill Creek Capital Advisors
Pennsylvania
$6.51M
RIA
412
Regal Investment Advisors
Michigan
$6.48M
MMH
413
Menora Mivtachim Holdings
Israel
$6.42M
LWM
414
Latko Wealth Management
Illinois
$6.4M
MFG
415
Magnus Financial Group
New York
$6.39M
NRI
416
NFP Retirement Inc
California
$6.33M
GFP
417
Guardian Financial Partners
California
$6.3M
BCWM
418
Bartlett & Co Wealth Management
Ohio
$6.23M
AWA
419
Arkadios Wealth Advisors
Georgia
$6.19M
CFG
420
Cooper Financial Group
California
$6.17M
CWM
421
Chesapeake Wealth Management
Virginia
$6.09M
SCM
422
Steele Capital Management
Iowa
$6.05M
TFS
423
Thoroughbred Financial Services
Tennessee
$6.04M
PFPG
424
Pinnacle Financial Partners (Georgia)
Georgia
$6.03M
FTS
425
Fifth Third Securities
Ohio
$6.02M