We are live on ! Find out more
SCHG icon

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
AWA
426
Arkadios Wealth Advisors
Georgia
$6.19M +$256K +7,877 +4%
CFG
427
Cooper Financial Group
California
$6.17M +$1.74M +53,360 +39%
CWM
428
Chesapeake Wealth Management
Virginia
$6.09M +$405K +12,453 +7%
SCM
429
Steele Capital Management
Iowa
$6.05M -$161K -4,957 -3%
TFS
430
Thoroughbred Financial Services
Tennessee
$6.04M +$275K +8,453 +5%
PFPG
431
Pinnacle Financial Partners (Georgia)
Georgia
$6.03M +$6.01M +184,868 New
FTS
432
Fifth Third Securities
Ohio
$6.02M +$34.6K +1,063 +0.6%
CWRP
433
Cassady Wealth & Retirement Planning
Nevada
$6.01M +$6M +184,345 New
KMWM
434
Keudell/Morrison Wealth Management
Oregon
$5.96M +$5.95M +182,825 New
PGWA
435
Plus Group Wealth Advisors
Wisconsin
$5.93M +$5.91M +181,763 New
FA
436
Fermata Advisors
California
$5.93M -$367K -11,294 -6%
IAA
437
Independent Advisor Alliance
North Carolina
$5.91M +$2.14M +65,918 +57%
ECML
438
Eagle Capital Management (Louisiana)
Louisiana
$5.86M +$75K +2,306 +1%
AWM
439
Apex Wealth Management
New Hampshire
$5.85M -$4.62M -142,159 -44%
MAS
440
Madden Advisory Services
Florida
$5.85M +$166K +5,099 +3%
LIWM
441
Long Island Wealth Management
New York
$5.84M -$31.8K -979 -0.5%
SAM
442
Secure Asset Management
Michigan
$5.84M +$1.64M +50,372 +39%
CCA
443
Cypress Capital Advisors
Tennessee
$5.83M -$1.02M -31,234 -15%
PIA
444
Panoramic Investment Advisors
Colorado
$5.8M +$256K +7,859 +5%
Northern Trust
445
Northern Trust
Illinois
$5.8M +$1.56M +48,012 +37%
GHA
446
GW Henssler & Associates
Georgia
$5.69M +$3.78M +116,221 +199%
HCM
447
Hengehold Capital Management
Ohio
$5.68M -$13.7K -422 -0.2%
MW
448
Marble Wealth
Alabama
$5.66M +$5.64M +173,395 New
CAG
449
Compass Advisory Group
New York
$5.65M -$167K -5,130 -3%
DAS
450
Dynamic Advisor Solutions
Arizona
$5.64M -$115K -3,535 -2%