SCHG icon

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
RGF
451
Retirement Guys Formula
Ohio
$5.27M
BIA
452
Bigelow Investment Advisors
Maine
$5.24M
NJIM
453
Nabity-Jensen Investment Management
Nebraska
$5.22M
RWP
454
RWA Wealth Partners
Massachusetts
$5.19M
Wealthfront Advisers
455
Wealthfront Advisers
California
$5.16M
GM
456
GeoWealth Management
Illinois
$5.12M
RFA
457
RTD Financial Advisors
Pennsylvania
$5.12M
BWM
458
Brown Wealth Management
Illinois
$5.09M
Baird Financial Group
459
Baird Financial Group
Wisconsin
$5.07M
MAMG
460
Milestone Asset Management Group
Connecticut
$5.05M
WCM
461
Winthrop Capital Management
Indiana
$5.04M
AIA
462
Arcadia Investment Advisors
Idaho
$5.01M
WB
463
WesBanco Bank
West Virginia
$4.99M
ACA
464
Arsenal Capital Advisors
Pennsylvania
$4.98M
BWM
465
Boyd Wealth Management
California
$4.98M
EFG
466
Elevated Financial Group
Indiana
$4.98M
Bank of Montreal
467
Bank of Montreal
Ontario, Canada
$4.94M
SB
468
Strategic Blueprint
Georgia
$4.92M
PAS
469
Parsonex Advisory Services
Colorado
$4.91M
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$4.9M
MMA
471
Miracle Mile Advisors
California
$4.87M
KIM
472
Kane Investment Management
California
$4.82M
William Blair & Company
473
William Blair & Company
Illinois
$4.81M
DE
474
Diversified Enterprises
Delaware
$4.81M
AAP
475
Arax Advisory Partners
Colorado
$4.78M