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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
USCWA
401
U.S. Capital Wealth Advisors
Texas
$7.14M -$1.04M -31,917 -13%
RPGK
402
Retirement Planning Group (Kansas)
Kansas
$7.02M -$73.5K -2,261 -1%
PFA
403
Pinnacle Family Advisors
Missouri
$7.01M -$49.8K -1,531 -0.7%
SAMC
404
Spectrum Asset Management (California)
California
$6.97M +$54.7K +1,682 +0.8%
IAS
405
IMA Advisory Services
Colorado
$6.93M -$56.1K -1,726 -0.8%
FFS
406
Founders Financial Securities
Maryland
$6.9M +$438K +13,473 +7%
SPIA
407
Steward Partners Investment Advisory
New York
$6.86M -$8.33K -256 -0.1%
MIM
408
Macroview Investment Management
Maryland
$6.85M -$479K -14,714 -7%
JWA
409
JFS Wealth Advisors
Pennsylvania
$6.84M -$33.2K -1,022 -0.5%
CFD
410
Creative Financial Designs
Indiana
$6.81M -$89K -2,736 -1%
CA
411
Clearstead Advisors
Ohio
$6.8M -$124K -3,806 -2%
DAS
412
Daybright Advisory Services
Florida
$6.74M +$6.72M +206,642 New
SWM
413
Silverlake Wealth Management
Vermont
$6.73M +$384K +11,792 +6%
OWM
414
Orgel Wealth Management
Wisconsin
$6.72M +$521K +16,030 +8%
CI
415
CX Institutional
Indiana
$6.63M +$221K +6,785 +3%
BlackRock
416
BlackRock
New York
$6.59M +$3.86M +118,728 +143%
PG
417
Prostatis Group
Maryland
$6.52M +$953K +29,289 +17%
MCCA
418
Mill Creek Capital Advisors
Pennsylvania
$6.51M -$1.71M -52,508 -21%
RIA
419
Regal Investment Advisors
Michigan
$6.48M +$506K +15,561 +8%
MMH
420
Menora Mivtachim Holdings
Israel
$6.42M
LWM
421
Latko Wealth Management
Illinois
$6.4M +$1.54M +47,382 +32%
MFG
422
Magnus Financial Group
New York
$6.39M +$402K +12,359 +7%
NRI
423
NFP Retirement Inc
California
$6.33M -$109K -3,359 -2%
GFP
424
Guardian Financial Partners
California
$6.3M +$68.3K +2,100 +1%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$6.23M -$73.6K -2,263 -1%