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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
MGIA
26
Moneta Group Investment Advisors
Missouri
$187M -$4.49M -138,011 -2%
TWM
27
Thrive Wealth Management
Pennsylvania
$161M -$1.49M -45,663 -0.9%
FFN
28
Focus Financial Network
Minnesota
$155M +$610K +18,770 +0.4%
CCMG
29
Clark Capital Management Group
Pennsylvania
$149M +$6.54M +201,100 +5%
MAM
30
Marquette Asset Management
Minnesota
$138M -$1.69M -51,858 -1%
Creative Planning
31
Creative Planning
Kansas
$137M +$72.7M +2,235,456 +113%
GRR
32
Golden Reserve Retirement
Ohio
$134M +$16.9M +519,203 +14%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$126M -$35.6M -1,095,032 -22%
PAS
34
Park Avenue Securities
New York
$119M +$13.5M +413,587 +13%
BPA
35
Beacon Pointe Advisors
California
$119M -$120K -3,686 -0.1%
HWA
36
HHM Wealth Advisors
Tennessee
$114M -$4.31M -132,594 -4%
KF
37
Krilogy Financial
Missouri
$112M +$8.02M +246,591 +8%
Truist Financial
38
Truist Financial
North Carolina
$106M +$680K +20,900 +0.7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$105M -$1.64M -50,423 -2%
Lido Advisors
40
Lido Advisors
California
$102M +$22.7M +697,937 +28%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$102M +$806K +24,783 +0.8%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$101M +$99.9M +3,071,625 +7,910%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$101M +$370K +11,370 +0.4%
Cerity Partners
44
Cerity Partners
New York
$100M +$673K +20,681 +0.7%
AssetMark Inc
45
AssetMark Inc
California
$94.6M -$5.95M -183,041 -6%
LFS
46
Legacy Financial Strategies
Kansas
$93.1M -$1.83M -56,217 -2%
UCFA
47
United Capital Financial Advisors
Texas
$92.9M +$28.9M +887,615 +45%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$92.4M -$1.11M -34,229 -1%
BWP
49
BlueStem Wealth Partners
Minnesota
$92.1M +$91.8M +2,823,123 New
UBS Group
50
UBS Group
Switzerland
$90.9M +$20.4M +627,864 +29%