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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
19.81%
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
WB
476
WesBanco Bank
West Virginia
$4.99M -$24.7K -758 -0.5%
ACA
477
Arsenal Capital Advisors
Pennsylvania
$4.98M +$4.96M +152,642 New
BWM
478
Boyd Wealth Management
California
$4.98M -$38K -1,168 -0.8%
EFG
479
Elevated Financial Group
Indiana
$4.98M +$4.96M +152,573 New
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$4.94M +$394K +12,105 +9%
SB
481
Strategic Blueprint
Georgia
$4.92M -$54.7M -1,680,969 -92%
PAS
482
Parsonex Advisory Services
Colorado
$4.91M -$14.6K -450 -0.3%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$4.9M +$318K +9,784 +7%
MMA
484
Miracle Mile Advisors
California
$4.87M +$280K +8,617 +6%
KIM
485
Kane Investment Management
California
$4.82M -$180K -5,525 -4%
William Blair & Company
486
William Blair & Company
Illinois
$4.81M -$1.9M -58,544 -28%
DE
487
Diversified Enterprises
Delaware
$4.81M +$1.11M +34,082 +30%
AAP
488
Arax Advisory Partners
Colorado
$4.78M +$4.76M +146,435 New
BFS
489
BridgePort Financial Solutions
Iowa
$4.76M +$64K +1,969 +1%
GIA
490
Gladstone Institutional Advisory
Florida
$4.74M +$22.1K +679 +0.5%
CCWM
491
Cassaday & Co Wealth Management
Virginia
$4.7M -$25.6K -788 -0.5%
UWP
492
Uniting Wealth Partners
Kansas
$4.63M +$123K +3,772 +3%
KAS
493
KPP Advisory Services
Kentucky
$4.63M +$365K +11,237 +9%
FWP
494
Forefront Wealth Partners
Texas
$4.62M +$199K +6,112 +5%
BMCM
495
Burns Matteson Capital Management
New York
$4.6M +$45.3K +1,394 +1%
FA
496
Fagan Associates
New York
$4.59M -$64.5K -1,984 -1%
BCM
497
Barden Capital Management
Texas
$4.54M +$206K +6,319 +5%
CTC
498
Central Trust Company
Missouri
$4.51M +$9.95K +306 +0.2%
MS
499
Monetary Solutions
Ohio
$4.51M +$4.49M +138,191 New
EFG
500
Embree Financial Group
Illinois
$4.49M -$110K -3,383 -2%