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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
IAA
426
Independent Advisor Alliance
North Carolina
$5.91M
ECML
427
Eagle Capital Management (Louisiana)
Louisiana
$5.86M
AWM
428
Apex Wealth Management
New Hampshire
$5.85M
MAS
429
Madden Advisory Services
Florida
$5.85M
LIWM
430
Long Island Wealth Management
New York
$5.84M
SAM
431
Secure Asset Management
Michigan
$5.84M
CCA
432
Cypress Capital Advisors
Tennessee
$5.83M
PIA
433
Panoramic Investment Advisors
Colorado
$5.8M
Northern Trust
434
Northern Trust
Illinois
$5.8M
GHA
435
GW Henssler & Associates
Georgia
$5.69M
HCM
436
Hengehold Capital Management
Ohio
$5.68M
MW
437
Marble Wealth
Alabama
$5.66M
CAG
438
Compass Advisory Group
New York
$5.65M
DAS
439
Dynamic Advisor Solutions
Arizona
$5.64M
DWM
440
Dakota Wealth Management
Florida
$5.61M
DWM
441
Diversify Wealth Management
Utah
$5.6M
PPWM
442
Perissos Private Wealth Management
Oklahoma
$5.58M
TF
443
Trek Financial
Arizona
$5.57M
CF
444
Centaurus Financial
California
$5.54M
CCM
445
Cambridge Capital Management
Illinois
$5.53M
GVAG
446
Great Valley Advisor Group
Delaware
$5.51M
WIA
447
Wealthedge Investment Advisors
New York
$5.44M
HWA
448
HCR Wealth Advisors
California
$5.4M
AWM
449
Avior Wealth Management
Nebraska
$5.4M
OFS
450
OneAscent Financial Services
Alabama
$5.33M