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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
PJSIMP
526
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.75M
CRC
527
Curi RMB Capital
Illinois
$3.69M
LIA
528
LifePlan Investment Advisors
North Carolina
$3.68M
BFM
529
Broadview Financial Management
Wisconsin
$3.67M
WFS
530
WealthGarden F.S.
California
$3.66M
SWA
531
Sightline Wealth Advisors
Connecticut
$3.61M
KFP
532
KMG Fiduciary Partners
Ohio
$3.58M
CCWP
533
Cedar Cove Wealth Partners
Minnesota
$3.57M
Russell Investments Group
534
Russell Investments Group
United Kingdom
$3.56M
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$3.54M
LFG
536
Larson Financial Group
Missouri
$3.53M
LW
537
Livet Wealth
Utah
$3.52M
BL
538
BFSG LLC
California
$3.52M
CWM
539
Capital Wealth Management
Rhode Island
$3.52M
FA
540
FC Advisory
Pennsylvania
$3.5M
PFBT
541
Parkside Financial Bank & Trust
Missouri
$3.49M
AC
542
Apella Capital
Connecticut
$3.49M
B
543
Bensler
Washington
$3.49M
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$3.49M
TWP
545
Tyche Wealth Partners
Texas
$3.48M
CCM
546
Ciovacco Capital Management
Georgia
$3.48M
BCA
547
Bay Colony Advisors
Massachusetts
$3.48M
WPC
548
Wedmont Private Capital
Pennsylvania
$3.48M
BNMT
549
Bawa N Mallick Trust
New York
$3.47M
AC
550
Avestar Capital
New York
$3.45M