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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
FSA
501
Financial Services Advisory
Maryland
$4.28M
MMCM
502
Murphy & Mullick Capital Management
New York
$4.26M
AIM
503
Athena Investment Management
California
$4.19M
BRWA
504
B. Riley Wealth Advisors
Florida
$4.18M
ADL
505
Asset Dedication LLC
California
$4.17M
Janney Montgomery Scott
506
Janney Montgomery Scott
Pennsylvania
$4.17M
MCC
507
Money Concepts Capital
Florida
$4.17M
AIM
508
Advyzon Investment Management
Illinois
$4.16M
DIA
509
Dana Investment Advisors
Wisconsin
$4.12M
DAS
510
Diversify Advisory Services
Utah
$4.09M
QWP
511
Quotient Wealth Partners
Texas
$4.04M
GG
512
GenWealth Group
New Jersey
$4.04M
VW
513
Veridan Wealth
Oregon
$4.02M
TWP
514
Tempus Wealth Planning
California
$4.01M
ECA
515
Elevation Capital Advisory
Oregon
$3.99M
PCA
516
Pallas Capital Advisors
Massachusetts
$3.94M
AA
517
Aire Advisors
California
$3.93M
PCMNC
518
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M
AIM
519
Archer Investment Management
Texas
$3.88M
TYCC
520
Texas Yale Capital Corp
Florida
$3.87M
MFG
521
Midwest Financial Group
Kansas
$3.84M
PNC Financial Services Group
522
PNC Financial Services Group
Pennsylvania
$3.83M
MAM
523
Milestone Asset Management
Pennsylvania
$3.81M
JGCM
524
Joseph Group Capital Management
Ohio
$3.79M
MFP
525
Meramec Financial Planners
Missouri
$3.78M