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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
19.82%
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
AA
501
Advisory Alpha
Michigan
$4.48M -$50.2K -1,545 -1%
LW
502
Linscomb Wealth
Texas
$4.46M +$67K +2,060 +2%
WANY
503
Wealthspire Advisors (New York)
New York
$4.45M -$1.98M -60,946 -31%
Pathstone Holdings
504
Pathstone Holdings
New Jersey
$4.45M +$10.7K +330 +0.2%
CWMS
505
CFG Wealth Management Services
Indiana
$4.4M +$4.39M +134,919 New
BOPW
506
Brandywine Oak Private Wealth
Pennsylvania
$4.39M +$39.4K +1,211 +0.9%
GWM
507
Geneos Wealth Management
Colorado
$4.38M +$600K +18,444 +16%
WA
508
Waterford Advisors
New York
$4.37M +$4.39M +135,063 +1,074%
MWP
509
Madison Wealth Partners
Wisconsin
$4.35M +$1.85M +56,779 +74%
RBWA
510
RFG - Bristol Wealth Advisors
Massachusetts
$4.33M +$113K +3,485 +3%
LIM
511
Leavell Investment Management
Alabama
$4.32M +$11.8K +364 +0.3%
GPA
512
Guerra Pan Advisors
New Jersey
$4.32M -$89.7K -2,759 -2%
FSA
513
Financial Services Advisory
Maryland
$4.28M -$91.9K -2,827 -2%
MMCM
514
Murphy & Mullick Capital Management
New York
$4.26M +$79.7K +2,450 +2%
AIM
515
Athena Investment Management
California
$4.19M +$5.17K +159 +0.1%
BRWA
516
B. Riley Wealth Advisors
Florida
$4.18M +$649K +19,953 +18%
ADL
517
Asset Dedication LLC
California
$4.17M +$103K +3,158 +3%
Janney Montgomery Scott
518
Janney Montgomery Scott
Pennsylvania
$4.17M +$326K +10,036 +9%
MCC
519
Money Concepts Capital
Florida
$4.17M +$268K +8,251 +7%
AIM
520
Advyzon Investment Management
Illinois
$4.16M +$1.61M +49,400 +63%
DIA
521
Dana Investment Advisors
Wisconsin
$4.12M -$159K -4,876 -4%
DAS
522
Diversify Advisory Services
Utah
$4.09M +$457K +14,046 +13%
QWP
523
Quotient Wealth Partners
Texas
$4.04M -$152K -4,680 -4%
GG
524
GenWealth Group
New Jersey
$4.04M -$54.4K -1,673 -1%
VW
525
Veridan Wealth
Oregon
$4.02M -$13.3K -409 -0.3%