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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
DAS
401
Daybright Advisory Services
Florida
$6.74M
SWM
402
Silverlake Wealth Management
Vermont
$6.73M
OWM
403
Orgel Wealth Management
Wisconsin
$6.72M
CI
404
CX Institutional
Indiana
$6.63M
BlackRock
405
BlackRock
New York
$6.59M
PG
406
Prostatis Group
Maryland
$6.52M
MCCA
407
Mill Creek Capital Advisors
Pennsylvania
$6.51M
RIA
408
Regal Investment Advisors
Michigan
$6.48M
MMH
409
Menora Mivtachim Holdings
Israel
$6.42M
LWM
410
Latko Wealth Management
Illinois
$6.4M
MFG
411
Magnus Financial Group
New York
$6.39M
NRI
412
NFP Retirement Inc
California
$6.33M
GFP
413
Guardian Financial Partners
California
$6.3M
BCWM
414
Bartlett & Co Wealth Management
Ohio
$6.23M
AWA
415
Arkadios Wealth Advisors
Georgia
$6.19M
CFG
416
Cooper Financial Group
California
$6.17M
CWM
417
Chesapeake Wealth Management
Virginia
$6.09M
SCM
418
Steele Capital Management
Iowa
$6.05M
TFS
419
Thoroughbred Financial Services
Tennessee
$6.04M
PFPG
420
Pinnacle Financial Partners (Georgia)
Georgia
$6.03M
FTS
421
Fifth Third Securities
Ohio
$6.02M
CWRPL
422
Cassady Wealth & Retirement Planning, LLC
Nevada
$6.01M
KMWM
423
Keudell/Morrison Wealth Management
Oregon
$5.96M
PGWA
424
Plus Group Wealth Advisors
Wisconsin
$5.93M
FA
425
Fermata Advisors
California
$5.93M