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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
ECM
551
Elgethun Capital Management
South Dakota
$3.42M
SFWA
552
Summit Financial Wealth Advisors
Louisiana
$3.41M
CCG
553
Capital CS Group
California
$3.4M
CCM
554
Condor Capital Management
New Jersey
$3.38M
OPWM
555
Oxinas Partners Wealth Management
Indiana
$3.38M
AWMG
556
Alliance Wealth Management Group
New Jersey
$3.33M
TCM
557
Towercrest Capital Management
Pennsylvania
$3.33M
NL
558
NWAM LLC
Washington
$3.29M
CWA
559
Clearview Wealth Advisors
Oregon
$3.27M
CFP
560
Cypress Financial Planning
New Jersey
$3.26M
MC
561
Moors & Cabot
Massachusetts
$3.21M
GPFA
562
Game Plan Financial Advisors
Ohio
$3.2M
AC
563
Avant Capital
Louisiana
$3.2M
ACG
564
Allen Capital Group
Nebraska
$3.16M
BAMG
565
Brand Asset Management Group
Missouri
$3.15M
LWM
566
LongView Wealth Management
Georgia
$3.15M
AFA
567
AllGen Financial Advisors
Florida
$3.12M
HWM
568
Heirloom Wealth Management
Colorado
$3.12M
PA
569
Parallel Advisors
California
$3.1M
KBFS
570
Kohmann Bosshard Financial Services
Ohio
$3.07M
VAS
571
Vestmark Advisory Solutions
Massachusetts
$3.06M
BWM
572
BCS Wealth Management
Tennessee
$3.05M
SPI
573
Santori & Peters Inc
Pennsylvania
$3.03M
PCWA
574
Pacific Capital Wealth Advisors
California
$3.01M
CWA
575
Crux Wealth Advisors
California
$3.01M