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Schwab US Large-Cap Growth ETF

1,607 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, 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
RBWA
501
RFG - Bristol Wealth Advisors
Massachusetts
$4.33M
LIM
502
Leavell Investment Management
Alabama
$4.32M
GPA
503
Guerra Pan Advisors
New Jersey
$4.32M
FSA
504
Financial Services Advisory
Maryland
$4.28M
MMCM
505
Murphy & Mullick Capital Management
New York
$4.26M
AIM
506
Athena Investment Management
California
$4.19M
BRWA
507
B. Riley Wealth Advisors
Florida
$4.18M
ADL
508
Asset Dedication LLC
California
$4.17M
Janney Montgomery Scott
509
Janney Montgomery Scott
Pennsylvania
$4.17M
MCC
510
Money Concepts Capital
Florida
$4.17M
AIM
511
Advyzon Investment Management
Illinois
$4.16M
DIA
512
Dana Investment Advisors
Wisconsin
$4.12M
DAS
513
Diversify Advisory Services
Utah
$4.09M
QWP
514
Quotient Wealth Partners
Texas
$4.04M
GG
515
GenWealth Group
New Jersey
$4.04M
VW
516
Veridan Wealth
Oregon
$4.02M
TWP
517
Tempus Wealth Planning
California
$4.01M
ECA
518
Elevation Capital Advisory
Oregon
$3.99M
PCA
519
Pallas Capital Advisors
Massachusetts
$3.94M
AA
520
Aire Advisors
California
$3.93M
PCMNC
521
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M
AIM
522
Archer Investment Management
Texas
$3.88M
TYCC
523
Texas Yale Capital Corp
Florida
$3.87M
MFG
524
Midwest Financial Group
Kansas
$3.84M
PNC Financial Services Group
525
PNC Financial Services Group
Pennsylvania
$3.83M