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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
SWM
401
Silverlake Wealth Management
Vermont
$6.73M
OWM
402
Orgel Wealth Management
Wisconsin
$6.72M
CI
403
CX Institutional
Indiana
$6.63M
BlackRock
404
BlackRock
New York
$6.59M
PG
405
Prostatis Group
Maryland
$6.52M
MCCA
406
Mill Creek Capital Advisors
Pennsylvania
$6.51M
RIA
407
Regal Investment Advisors
Michigan
$6.48M
MMH
408
Menora Mivtachim Holdings
Israel
$6.42M
LWM
409
Latko Wealth Management
Illinois
$6.4M
MFG
410
Magnus Financial Group
New York
$6.39M
NRI
411
NFP Retirement Inc
California
$6.33M
GFP
412
Guardian Financial Partners
California
$6.3M
BCWM
413
Bartlett & Co Wealth Management
Ohio
$6.23M
AWA
414
Arkadios Wealth Advisors
Georgia
$6.19M
CFG
415
Cooper Financial Group
California
$6.17M
CWM
416
Chesapeake Wealth Management
Virginia
$6.09M
SCM
417
Steele Capital Management
Iowa
$6.05M
TFS
418
Thoroughbred Financial Services
Tennessee
$6.04M
PFPG
419
Pinnacle Financial Partners (Georgia)
Georgia
$6.03M
FTS
420
Fifth Third Securities
Ohio
$6.02M
KMWM
421
Keudell/Morrison Wealth Management
Oregon
$5.96M
PGWA
422
Plus Group Wealth Advisors
Wisconsin
$5.93M
FA
423
Fermata Advisors
California
$5.93M
IAA
424
Independent Advisor Alliance
North Carolina
$5.91M
ECML
425
Eagle Capital Management (Louisiana)
Louisiana
$5.86M