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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
MAM
526
Milestone Asset Management
Pennsylvania
$3.81M
JGCM
527
Joseph Group Capital Management
Ohio
$3.79M
MFP
528
Meramec Financial Planners
Missouri
$3.78M
PJSIMP
529
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.75M
CRC
530
Curi RMB Capital
Illinois
$3.69M
LIA
531
LifePlan Investment Advisors
North Carolina
$3.68M
BFM
532
Broadview Financial Management
Wisconsin
$3.67M
WFS
533
WealthGarden F.S.
California
$3.66M
SWA
534
Sightline Wealth Advisors
Connecticut
$3.61M
KFP
535
KMG Fiduciary Partners
Ohio
$3.58M
CCWP
536
Cedar Cove Wealth Partners
Minnesota
$3.57M
Russell Investments Group
537
Russell Investments Group
United Kingdom
$3.56M
FLPIM
538
F.L. Putnam Investment Management
Massachusetts
$3.54M
LFG
539
Larson Financial Group
Missouri
$3.53M
LW
540
Livet Wealth
Utah
$3.52M
BL
541
BFSG LLC
California
$3.52M
CWM
542
Capital Wealth Management
Rhode Island
$3.52M
FA
543
FC Advisory
Pennsylvania
$3.5M
PFBT
544
Parkside Financial Bank & Trust
Missouri
$3.49M
AC
545
Apella Capital
Connecticut
$3.49M
B
546
Bensler
Washington
$3.49M
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$3.49M
TWP
548
Tyche Wealth Partners
Texas
$3.48M
CCM
549
Ciovacco Capital Management
Georgia
$3.48M
BCA
550
Bay Colony Advisors
Massachusetts
$3.48M