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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
DWM
451
Dakota Wealth Management
Florida
$5.61M -$23.6K -726 -0.4%
DWM
452
Diversify Wealth Management
Utah
$5.6M +$57.2K +1,758 +1%
PPWM
453
Perissos Private Wealth Management
Oklahoma
$5.58M +$447K +13,741 +9%
TF
454
Trek Financial
Arizona
$5.57M +$625K +19,226 +13%
CF
455
Centaurus Financial
California
$5.54M +$393K +12,094 +8%
CCM
456
Cambridge Capital Management
Illinois
$5.53M +$46.5K +1,430 +0.9%
GVAG
457
Great Valley Advisor Group
Delaware
$5.51M +$312K +9,598 +6%
WIA
458
Wealthedge Investment Advisors
New York
$5.44M -$218K -6,718 -4%
HWA
459
HCR Wealth Advisors
California
$5.4M +$813 +25 +0%
AWM
460
Avior Wealth Management
Nebraska
$5.4M -$884K -27,186 -14%
OFS
461
OneAscent Financial Services
Alabama
$5.33M +$1.22M +37,663 +30%
KPWS
462
Kestra Private Wealth Services
Texas
$5.33M +$185K +5,681 +4%
HAP
463
Harbor Asset Planning
Massachusetts
$5.32M +$2.5K +77 +0%
RGF
464
Retirement Guys Formula
Ohio
$5.27M -$13.9M -427,088 -73%
BIA
465
Bigelow Investment Advisors
Maine
$5.24M +$58.3K +1,792 +1%
NJIM
466
Nabity-Jensen Investment Management
Nebraska
$5.22M -$30.1K -925 -0.6%
RWP
467
RWA Wealth Partners
Massachusetts
$5.19M -$147K -4,506 -3%
Wealthfront Advisers
468
Wealthfront Advisers
California
$5.16M +$751K +23,086 +17%
GM
469
GeoWealth Management
Illinois
$5.12M -$506K -15,555 -9%
RFA
470
RTD Financial Advisors
Pennsylvania
$5.12M -$232K -7,131 -4%
BWM
471
Brown Wealth Management
Illinois
$5.09M +$120K +3,688 +2%
Baird Financial Group
472
Baird Financial Group
Wisconsin
$5.07M +$903K +27,766 +22%
MAMG
473
Milestone Asset Management Group
Connecticut
$5.05M -$22.9K -704 -0.5%
WCM
474
Winthrop Capital Management
Indiana
$5.04M -$64.1K -1,971 -1%
AIA
475
Arcadia Investment Advisors
Idaho
$5.01M -$18.1K -557 -0.4%