SCHG icon

Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 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 → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
MGIA
26
Moneta Group Investment Advisors
Missouri
$187M
TWM
27
Thrive Wealth Management
Pennsylvania
$161M
FFN
28
Focus Financial Network
Minnesota
$155M
CCMG
29
Clark Capital Management Group
Pennsylvania
$149M
MAM
30
Marquette Asset Management
Minnesota
$138M
Creative Planning
31
Creative Planning
Kansas
$137M
GRR
32
Golden Reserve Retirement
Ohio
$134M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$126M
PAS
34
Park Avenue Securities
New York
$119M
BPA
35
Beacon Pointe Advisors
California
$119M
HWA
36
HHM Wealth Advisors
Tennessee
$114M
KF
37
Krilogy Financial
Missouri
$112M
Truist Financial
38
Truist Financial
North Carolina
$106M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$105M
Lido Advisors
40
Lido Advisors
California
$102M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$102M
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$101M
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$101M
Cerity Partners
44
Cerity Partners
New York
$100M
AssetMark Inc
45
AssetMark Inc
California
$94.6M
LFS
46
Legacy Financial Strategies
Kansas
$93.1M
UCFA
47
United Capital Financial Advisors
Texas
$92.9M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$92.4M
BWP
49
BlueStem Wealth Partners
Minnesota
$92.1M
UBS Group
50
UBS Group
Switzerland
$90.9M