SCHG icon

Schwab US Large-Cap Growth ETF

1,607 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, 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
JWA
401
JFS Wealth Advisors
Pennsylvania
$6.84M
CFD
402
Creative Financial Designs
Indiana
$6.81M
CA
403
Clearstead Advisors
Ohio
$6.8M
DAS
404
Daybright Advisory Services
Florida
$6.74M
SWM
405
Silverlake Wealth Management
Vermont
$6.73M
OWM
406
Orgel Wealth Management
Wisconsin
$6.72M
CI
407
CX Institutional
Indiana
$6.63M
BlackRock
408
BlackRock
New York
$6.59M
PG
409
Prostatis Group
Maryland
$6.52M
MCCA
410
Mill Creek Capital Advisors
Pennsylvania
$6.51M
RIA
411
Regal Investment Advisors
Michigan
$6.48M
MMH
412
Menora Mivtachim Holdings
Israel
$6.42M
LWM
413
Latko Wealth Management
Illinois
$6.4M
MFG
414
Magnus Financial Group
New York
$6.39M
NRI
415
NFP Retirement Inc
California
$6.33M
GFP
416
Guardian Financial Partners
California
$6.3M
BCWM
417
Bartlett & Co Wealth Management
Ohio
$6.23M
AWA
418
Arkadios Wealth Advisors
Georgia
$6.19M
CFG
419
Cooper Financial Group
California
$6.17M
CWM
420
Chesapeake Wealth Management
Virginia
$6.09M
SCM
421
Steele Capital Management
Iowa
$6.05M
TFS
422
Thoroughbred Financial Services
Tennessee
$6.04M
PFPG
423
Pinnacle Financial Partners (Georgia)
Georgia
$6.03M
FTS
424
Fifth Third Securities
Ohio
$6.02M
CWRPL
425
Cassady Wealth & Retirement Planning, LLC
Nevada
$6.01M