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Schwab US Large-Cap Growth ETF

1,597 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 183 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 → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
BFS
476
BridgePort Financial Solutions
Iowa
$4.76M
GIA
477
Gladstone Institutional Advisory
Florida
$4.74M
CCWM
478
Cassaday & Co Wealth Management
Virginia
$4.7M
UWP
479
Uniting Wealth Partners
Kansas
$4.63M
KAS
480
KPP Advisory Services
Kentucky
$4.63M
FWP
481
Forefront Wealth Partners
Texas
$4.62M
BMCM
482
Burns Matteson Capital Management
New York
$4.6M
FA
483
Fagan Associates
New York
$4.59M
BCM
484
Barden Capital Management
Texas
$4.54M
CTC
485
Central Trust Company
Missouri
$4.51M
MSL
486
Monetary Solutions, Ltd
Ohio
$4.51M
EFG
487
Embree Financial Group
Illinois
$4.49M
AA
488
Advisory Alpha
Michigan
$4.48M
LW
489
Linscomb Wealth
Texas
$4.46M
WANY
490
Wealthspire Advisors (New York)
New York
$4.45M
Pathstone Holdings
491
Pathstone Holdings
New Jersey
$4.45M
BOPW
492
Brandywine Oak Private Wealth
Pennsylvania
$4.39M
GWM
493
Geneos Wealth Management
Colorado
$4.38M
WA
494
Waterford Advisors
New York
$4.37M
MWP
495
Madison Wealth Partners
Wisconsin
$4.35M
RBWA
496
RFG - Bristol Wealth Advisors
Massachusetts
$4.33M
LIM
497
Leavell Investment Management
Alabama
$4.32M
GPA
498
Guerra Pan Advisors
New Jersey
$4.32M
FSA
499
Financial Services Advisory
Maryland
$4.28M
MMCM
500
Murphy & Mullick Capital Management
New York
$4.26M