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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
AWM
426
Apex Wealth Management
New Hampshire
$5.85M
MAS
427
Madden Advisory Services
Florida
$5.85M
LIWM
428
Long Island Wealth Management
New York
$5.84M
SAM
429
Secure Asset Management
Michigan
$5.84M
CCA
430
Cypress Capital Advisors
Tennessee
$5.83M
PIA
431
Panoramic Investment Advisors
Colorado
$5.8M
Northern Trust
432
Northern Trust
Illinois
$5.8M
GHA
433
GW Henssler & Associates
Georgia
$5.69M
HCM
434
Hengehold Capital Management
Ohio
$5.68M
MW
435
Marble Wealth
Alabama
$5.66M
CAG
436
Compass Advisory Group
New York
$5.65M
DAS
437
Dynamic Advisor Solutions
Arizona
$5.64M
DWM
438
Dakota Wealth Management
Florida
$5.61M
DWM
439
Diversify Wealth Management
Utah
$5.6M
PPWM
440
Perissos Private Wealth Management
Oklahoma
$5.58M
TF
441
Trek Financial
Arizona
$5.57M
CF
442
Centaurus Financial
California
$5.54M
CCM
443
Cambridge Capital Management
Illinois
$5.53M
GVAG
444
Great Valley Advisor Group
Delaware
$5.51M
WIA
445
Wealthedge Investment Advisors
New York
$5.44M
HWA
446
HCR Wealth Advisors
California
$5.4M
AWM
447
Avior Wealth Management
Nebraska
$5.4M
OFS
448
OneAscent Financial Services
Alabama
$5.33M
KPWS
449
Kestra Private Wealth Services
Texas
$5.33M
HAP
450
Harbor Asset Planning
Massachusetts
$5.32M