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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
BCA
551
Bay Colony Advisors
Massachusetts
$3.48M
WPC
552
Wedmont Private Capital
Pennsylvania
$3.48M
BNMT
553
Bawa N Mallick Trust
New York
$3.47M
AC
554
Avestar Capital
New York
$3.45M
RWM
555
Revisor Wealth Management
Ohio
$3.44M
EWM
556
Empirical Wealth Management
Washington
$3.44M
CM
557
Columbus Macro
Pennsylvania
$3.43M
ECM
558
Elgethun Capital Management
South Dakota
$3.42M
SFWA
559
Summit Financial Wealth Advisors
Louisiana
$3.41M
CCG
560
Capital CS Group
California
$3.4M
CCM
561
Condor Capital Management
New Jersey
$3.38M
OPWM
562
Oxinas Partners Wealth Management
Indiana
$3.38M
AWMG
563
Alliance Wealth Management Group
New Jersey
$3.33M
TCM
564
Towercrest Capital Management
Pennsylvania
$3.33M
NL
565
NWAM LLC
Washington
$3.29M
CWA
566
Clearview Wealth Advisors
Oregon
$3.27M
CFP
567
Cypress Financial Planning
New Jersey
$3.26M
MC
568
Moors & Cabot
Massachusetts
$3.21M
JDLA
569
J. Derek Lewis & Associates
California
$3.21M
GPFA
570
Game Plan Financial Advisors
Ohio
$3.2M
AC
571
Avant Capital
Louisiana
$3.2M
ACG
572
Allen Capital Group
Nebraska
$3.16M
BAMG
573
Brand Asset Management Group
Missouri
$3.15M
LWM
574
LongView Wealth Management
Georgia
$3.15M
AFA
575
AllGen Financial Advisors
Florida
$3.12M