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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
WIA
451
Wealthedge Investment Advisors
New York
$5.44M
HWA
452
HCR Wealth Advisors
California
$5.4M
AWM
453
Avior Wealth Management
Nebraska
$5.4M
OFS
454
OneAscent Financial Services
Alabama
$5.33M
KPWS
455
Kestra Private Wealth Services
Texas
$5.33M
HAP
456
Harbor Asset Planning
Massachusetts
$5.32M
RGF
457
Retirement Guys Formula
Ohio
$5.27M
BIA
458
Bigelow Investment Advisors
Maine
$5.24M
NJIM
459
Nabity-Jensen Investment Management
Nebraska
$5.22M
RWP
460
RWA Wealth Partners
Massachusetts
$5.19M
Wealthfront Advisers
461
Wealthfront Advisers
California
$5.16M
GM
462
GeoWealth Management
Illinois
$5.12M
RFA
463
RTD Financial Advisors
Pennsylvania
$5.12M
BWM
464
Brown Wealth Management
Illinois
$5.09M
Baird Financial Group
465
Baird Financial Group
Wisconsin
$5.07M
MAMG
466
Milestone Asset Management Group
Connecticut
$5.05M
WCM
467
Winthrop Capital Management
Indiana
$5.04M
AIA
468
Arcadia Investment Advisors
Idaho
$5.01M
WB
469
WesBanco Bank
West Virginia
$4.99M
ACA
470
Arsenal Capital Advisors
Pennsylvania
$4.98M
BWM
471
Boyd Wealth Management
California
$4.98M
EFG
472
Elevated Financial Group
Indiana
$4.98M
Bank of Montreal
473
Bank of Montreal
Ontario, Canada
$4.94M
SB
474
Strategic Blueprint
Georgia
$4.92M
PAS
475
Parsonex Advisory Services
Colorado
$4.91M