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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
KPWS
451
Kestra Private Wealth Services
Texas
$5.33M
HAP
452
Harbor Asset Planning
Massachusetts
$5.32M
RGF
453
Retirement Guys Formula
Ohio
$5.27M
BIA
454
Bigelow Investment Advisors
Maine
$5.24M
NJIM
455
Nabity-Jensen Investment Management
Nebraska
$5.22M
RWP
456
RWA Wealth Partners
Massachusetts
$5.19M
Wealthfront Advisers
457
Wealthfront Advisers
California
$5.16M
GM
458
GeoWealth Management
Illinois
$5.12M
RFA
459
RTD Financial Advisors
Pennsylvania
$5.12M
BWM
460
Brown Wealth Management
Illinois
$5.09M
Baird Financial Group
461
Baird Financial Group
Wisconsin
$5.07M
MAMG
462
Milestone Asset Management Group
Connecticut
$5.05M
WCM
463
Winthrop Capital Management
Indiana
$5.04M
AIA
464
Arcadia Investment Advisors
Idaho
$5.01M
WB
465
WesBanco Bank
West Virginia
$4.99M
ACA
466
Arsenal Capital Advisors
Pennsylvania
$4.98M
BWM
467
Boyd Wealth Management
California
$4.98M
EFG
468
Elevated Financial Group
Indiana
$4.98M
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$4.94M
SB
470
Strategic Blueprint
Georgia
$4.92M
PAS
471
Parsonex Advisory Services
Colorado
$4.91M
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$4.9M
MMA
473
Miracle Mile Advisors
California
$4.87M
KIM
474
Kane Investment Management
California
$4.82M
William Blair & Company
475
William Blair & Company
Illinois
$4.81M