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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
TWP
526
Tempus Wealth Planning
California
$4.01M +$128K +3,944 +3%
ECA
527
Elevation Capital Advisory
Oregon
$3.99M +$3.98M +122,387 New
PCA
528
Pallas Capital Advisors
Massachusetts
$3.94M -$350K -10,750 -8%
AA
529
Aire Advisors
California
$3.93M -$15.6K -481 -0.4%
PCMNC
530
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M +$3.89M +119,522 New
AIM
531
Archer Investment Management
Texas
$3.88M +$3.86M +118,815 New
TYCC
532
Texas Yale Capital Corp
Florida
$3.87M
MFG
533
Midwest Financial Group
Kansas
$3.84M +$608K +18,684 +19%
PNC Financial Services Group
534
PNC Financial Services Group
Pennsylvania
$3.83M +$1.5M +46,190 +65%
MAM
535
Milestone Asset Management
Pennsylvania
$3.81M +$627K +19,275 +20%
JGCM
536
Joseph Group Capital Management
Ohio
$3.79M -$348K -10,700 -8%
MFP
537
Meramec Financial Planners
Missouri
$3.78M +$3.95M +121,566 New
PJSIMP
538
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.75M +$102K +3,142 +3%
CRC
539
Curi RMB Capital
Illinois
$3.69M -$43.9K -1,351 -1%
LIA
540
LifePlan Investment Advisors
North Carolina
$3.68M +$9.24K +284 +0.3%
BFM
541
Broadview Financial Management
Wisconsin
$3.67M -$19.9K -611 -0.5%
WFS
542
WealthGarden F.S.
California
$3.66M +$11.4K +350 +0.3%
SWA
543
Sightline Wealth Advisors
Connecticut
$3.61M +$435K +13,379 +14%
KFP
544
KMG Fiduciary Partners
Ohio
$3.58M +$16K +492 +0.4%
CCWP
545
Cedar Cove Wealth Partners
Minnesota
$3.57M +$3.56M +109,581 New
Russell Investments Group
546
Russell Investments Group
United Kingdom
$3.56M +$158K +4,854 +5%
FLPIM
547
F.L. Putnam Investment Management
Massachusetts
$3.54M -$6.38M -196,081 -64%
LFG
548
Larson Financial Group
Missouri
$3.53M +$32.3K +993 +0.9%
LW
549
Livet Wealth
Utah
$3.52M +$3.51M +107,991 New
BL
550
BFSG LLC
California
$3.52M +$158K +4,856 +5%