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Schwab US Large-Cap Growth ETF

1,604 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 185 funds opening new positions, 655 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
DE
476
Diversified Enterprises
Delaware
$4.81M
AAP
477
Arax Advisory Partners
Colorado
$4.78M
BFS
478
BridgePort Financial Solutions
Iowa
$4.76M
GIA
479
Gladstone Institutional Advisory
Florida
$4.74M
CCWM
480
Cassaday & Co Wealth Management
Virginia
$4.7M
UWP
481
Uniting Wealth Partners
Kansas
$4.63M
KAS
482
KPP Advisory Services
Kentucky
$4.63M
FWP
483
Forefront Wealth Partners
Texas
$4.62M
BMCM
484
Burns Matteson Capital Management
New York
$4.6M
FA
485
Fagan Associates
New York
$4.59M
BCM
486
Barden Capital Management
Texas
$4.54M
CTC
487
Central Trust Company
Missouri
$4.51M
MS
488
Monetary Solutions
Ohio
$4.51M
EFG
489
Embree Financial Group
Illinois
$4.49M
AA
490
Advisory Alpha
Michigan
$4.48M
LW
491
Linscomb Wealth
Texas
$4.46M
WANY
492
Wealthspire Advisors (New York)
New York
$4.45M
Pathstone Holdings
493
Pathstone Holdings
New Jersey
$4.45M
BOPW
494
Brandywine Oak Private Wealth
Pennsylvania
$4.39M
GWM
495
Geneos Wealth Management
Colorado
$4.38M
WA
496
Waterford Advisors
New York
$4.37M
MWP
497
Madison Wealth Partners
Wisconsin
$4.35M
RBWA
498
RFG - Bristol Wealth Advisors
Massachusetts
$4.33M
LIM
499
Leavell Investment Management
Alabama
$4.32M
GPA
500
Guerra Pan Advisors
New Jersey
$4.32M