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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
LIA
526
LifePlan Investment Advisors
North Carolina
$3.68M
BFM
527
Broadview Financial Management
Wisconsin
$3.67M
WFS
528
WealthGarden F.S.
California
$3.66M
SWA
529
Sightline Wealth Advisors
Connecticut
$3.61M
KFP
530
KMG Fiduciary Partners
Ohio
$3.58M
CCWP
531
Cedar Cove Wealth Partners
Minnesota
$3.57M
Russell Investments Group
532
Russell Investments Group
United Kingdom
$3.56M
FLPIM
533
F.L. Putnam Investment Management
Massachusetts
$3.54M
LFG
534
Larson Financial Group
Missouri
$3.53M
LW
535
Livet Wealth
Utah
$3.52M
BL
536
BFSG LLC
California
$3.52M
CWM
537
Capital Wealth Management
Rhode Island
$3.52M
FA
538
FC Advisory
Pennsylvania
$3.5M
PFBT
539
Parkside Financial Bank & Trust
Missouri
$3.49M
AC
540
Apella Capital
Connecticut
$3.49M
B
541
Bensler
Washington
$3.49M
SCA
542
STALEY CAPITAL ADVISERS
Pennsylvania
$3.49M
TWP
543
Tyche Wealth Partners
Texas
$3.48M
CCM
544
Ciovacco Capital Management
Georgia
$3.48M
BCA
545
Bay Colony Advisors
Massachusetts
$3.48M
WPC
546
Wedmont Private Capital
Pennsylvania
$3.48M
AC
547
Avestar Capital
New York
$3.45M
RWM
548
Revisor Wealth Management
Ohio
$3.44M
EWM
549
Empirical Wealth Management
Washington
$3.44M
CM
550
Columbus Macro
Pennsylvania
$3.43M