SCHG icon

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
AIM
501
Athena Investment Management
California
$4.19M
BRWA
502
B. Riley Wealth Advisors
Florida
$4.18M
ADL
503
Asset Dedication LLC
California
$4.17M
Janney Montgomery Scott
504
Janney Montgomery Scott
Pennsylvania
$4.17M
MCC
505
Money Concepts Capital
Florida
$4.17M
AIM
506
Advyzon Investment Management
Illinois
$4.16M
DIA
507
Dana Investment Advisors
Wisconsin
$4.12M
DAS
508
Diversify Advisory Services
Utah
$4.09M
QWP
509
Quotient Wealth Partners
Texas
$4.04M
GG
510
GenWealth Group
New Jersey
$4.04M
VW
511
Veridan Wealth
Oregon
$4.02M
TWP
512
Tempus Wealth Planning
California
$4.01M
ECA
513
Elevation Capital Advisory
Oregon
$3.99M
PCA
514
Pallas Capital Advisors
Massachusetts
$3.94M
AA
515
Aire Advisors
California
$3.93M
PCMNC
516
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M
AIM
517
Archer Investment Management
Texas
$3.88M
TYCC
518
Texas Yale Capital Corp
Florida
$3.87M
MFG
519
Midwest Financial Group
Kansas
$3.84M
PNC Financial Services Group
520
PNC Financial Services Group
Pennsylvania
$3.83M
MAM
521
Milestone Asset Management
Pennsylvania
$3.81M
JGCM
522
Joseph Group Capital Management
Ohio
$3.79M
MFP
523
Meramec Financial Planners
Missouri
$3.78M
PJSIMP
524
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.75M
CRC
525
Curi RMB Capital
Illinois
$3.69M