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Schwab US Large-Cap Growth ETF

1,608 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 656 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:

7% more funds holding in top 10

Funds holding in top 10: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$4.9M
MMA
477
Miracle Mile Advisors
California
$4.87M
KIM
478
Kane Investment Management
California
$4.82M
William Blair & Company
479
William Blair & Company
Illinois
$4.81M
DE
480
Diversified Enterprises
Delaware
$4.81M
AAP
481
Arax Advisory Partners
Colorado
$4.78M
BFS
482
BridgePort Financial Solutions
Iowa
$4.76M
GIA
483
Gladstone Institutional Advisory
Florida
$4.74M
CCWM
484
Cassaday & Co Wealth Management
Virginia
$4.7M
UWP
485
Uniting Wealth Partners
Kansas
$4.63M
KAS
486
KPP Advisory Services
Kentucky
$4.63M
FWP
487
Forefront Wealth Partners
Texas
$4.62M
BMCM
488
Burns Matteson Capital Management
New York
$4.6M
FA
489
Fagan Associates
New York
$4.59M
BCM
490
Barden Capital Management
Texas
$4.54M
CTC
491
Central Trust Company
Missouri
$4.51M
MS
492
Monetary Solutions
Ohio
$4.51M
EFG
493
Embree Financial Group
Illinois
$4.49M
AA
494
Advisory Alpha
Michigan
$4.48M
LW
495
Linscomb Wealth
Texas
$4.46M
WANY
496
Wealthspire Advisors (New York)
New York
$4.45M
Pathstone Holdings
497
Pathstone Holdings
New Jersey
$4.45M
BOPW
498
Brandywine Oak Private Wealth
Pennsylvania
$4.39M
GWM
499
Geneos Wealth Management
Colorado
$4.38M
WA
500
Waterford Advisors
New York
$4.37M