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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
CWRPL
426
Cassady Wealth & Retirement Planning, LLC
Nevada
$6.01M
KMWM
427
Keudell/Morrison Wealth Management
Oregon
$5.96M
PGWA
428
Plus Group Wealth Advisors
Wisconsin
$5.93M
FA
429
Fermata Advisors
California
$5.93M
IAA
430
Independent Advisor Alliance
North Carolina
$5.91M
ECML
431
Eagle Capital Management (Louisiana)
Louisiana
$5.86M
AWM
432
Apex Wealth Management
New Hampshire
$5.85M
MAS
433
Madden Advisory Services
Florida
$5.85M
LIWM
434
Long Island Wealth Management
New York
$5.84M
SAM
435
Secure Asset Management
Michigan
$5.84M
CCA
436
Cypress Capital Advisors
Tennessee
$5.83M
PIA
437
Panoramic Investment Advisors
Colorado
$5.8M
Northern Trust
438
Northern Trust
Illinois
$5.8M
GHA
439
GW Henssler & Associates
Georgia
$5.69M
HCM
440
Hengehold Capital Management
Ohio
$5.68M
MW
441
Marble Wealth
Alabama
$5.66M
CAG
442
Compass Advisory Group
New York
$5.65M
DAS
443
Dynamic Advisor Solutions
Arizona
$5.64M
DWM
444
Dakota Wealth Management
Florida
$5.61M
DWM
445
Diversify Wealth Management
Utah
$5.6M
PPWM
446
Perissos Private Wealth Management
Oklahoma
$5.58M
TF
447
Trek Financial
Arizona
$5.57M
CF
448
Centaurus Financial
California
$5.54M
CCM
449
Cambridge Capital Management
Illinois
$5.53M
GVAG
450
Great Valley Advisor Group
Delaware
$5.51M