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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
MWP
501
Madison Wealth Partners
Wisconsin
$4.35M
RBWA
502
RFG - Bristol Wealth Advisors
Massachusetts
$4.33M
LIM
503
Leavell Investment Management
Alabama
$4.32M
GPA
504
Guerra Pan Advisors
New Jersey
$4.32M
FSA
505
Financial Services Advisory
Maryland
$4.28M
MMCM
506
Murphy & Mullick Capital Management
New York
$4.26M
AIM
507
Athena Investment Management
California
$4.19M
BRWA
508
B. Riley Wealth Advisors
Florida
$4.18M
ADL
509
Asset Dedication LLC
California
$4.17M
Janney Montgomery Scott
510
Janney Montgomery Scott
Pennsylvania
$4.17M
MCC
511
Money Concepts Capital
Florida
$4.17M
AIM
512
Advyzon Investment Management
Illinois
$4.16M
DIA
513
Dana Investment Advisors
Wisconsin
$4.12M
DAS
514
Diversify Advisory Services
Utah
$4.09M
QWP
515
Quotient Wealth Partners
Texas
$4.04M
GG
516
GenWealth Group
New Jersey
$4.04M
VW
517
Veridan Wealth
Oregon
$4.02M
TWP
518
Tempus Wealth Planning
California
$4.01M
ECA
519
Elevation Capital Advisory
Oregon
$3.99M
PCA
520
Pallas Capital Advisors
Massachusetts
$3.94M
AA
521
Aire Advisors
California
$3.93M
PCMNC
522
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M
AIM
523
Archer Investment Management
Texas
$3.88M
TYCC
524
Texas Yale Capital Corp
Florida
$3.87M
MFG
525
Midwest Financial Group
Kansas
$3.84M