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