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Schwab US Large-Cap Growth ETF

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.82%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Capital Wealth Management
Rhode Island
$3.52M +$3.51M +107,800 New
FA
552
FC Advisory
Pennsylvania
$3.5M -$84.8K -2,607 -2%
PFBT
553
Parkside Financial Bank & Trust
Missouri
$3.49M +$17.6K +541 +0.5%
AC
554
Apella Capital
Connecticut
$3.49M -$34.1K -1,047 -1%
B
555
Bensler
Washington
$3.49M -$99.6K -3,062 -3%
SCA
556
STALEY CAPITAL ADVISERS
Pennsylvania
$3.49M
TWP
557
Tyche Wealth Partners
Texas
$3.48M +$1.8M +55,250 +107%
CCM
558
Ciovacco Capital Management
Georgia
$3.48M +$88K +2,706 +3%
BCA
559
Bay Colony Advisors
Massachusetts
$3.48M +$134K +4,134 +4%
WPC
560
Wedmont Private Capital
Pennsylvania
$3.48M +$1.07M +33,050 +45%
BNMT
561
Bawa N Mallick Trust
New York
$3.47M
AC
562
Avestar Capital
New York
$3.45M +$2.05K +63 +0.1%
RWM
563
Revisor Wealth Management
Ohio
$3.44M +$251K +7,724 +8%
EWM
564
Empirical Wealth Management
Washington
$3.44M -$143K -4,406 -4%
CM
565
Columbus Macro
Pennsylvania
$3.43M +$1.04M +32,008 +44%
ECM
566
Elgethun Capital Management
South Dakota
$3.42M -$4.13K -127 -0.1%
SFWA
567
Summit Financial Wealth Advisors
Louisiana
$3.41M +$336K +10,342 +11%
CCG
568
Capital CS Group
California
$3.4M +$132K +4,064 +4%
CCM
569
Condor Capital Management
New Jersey
$3.38M -$11K -338 -0.3%
OPWM
570
Oxinas Partners Wealth Management
Indiana
$3.38M -$27.1K -834 -0.8%
AWMG
571
Alliance Wealth Management Group
New Jersey
$3.33M -$748 -23 -0%
TCM
572
Towercrest Capital Management
Pennsylvania
$3.33M -$748 -23 -0%
NL
573
NWAM LLC
Washington
$3.29M -$444K -13,656 -12%
CWA
574
Clearview Wealth Advisors
Oregon
$3.27M -$11.6K -358 -0.4%
CFP
575
Cypress Financial Planning
New Jersey
$3.26M +$3.25M +99,854 New