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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
RWM
551
Revisor Wealth Management
Ohio
$3.44M
EWM
552
Empirical Wealth Management
Washington
$3.44M
CM
553
Columbus Macro
Pennsylvania
$3.43M
ECM
554
Elgethun Capital Management
South Dakota
$3.42M
SFWA
555
Summit Financial Wealth Advisors
Louisiana
$3.41M
CCG
556
Capital CS Group
California
$3.4M
CCM
557
Condor Capital Management
New Jersey
$3.38M
OPWM
558
Oxinas Partners Wealth Management
Indiana
$3.38M
AWMG
559
Alliance Wealth Management Group
New Jersey
$3.33M
TCM
560
Towercrest Capital Management
Pennsylvania
$3.33M
NL
561
NWAM LLC
Washington
$3.29M
CWA
562
Clearview Wealth Advisors
Oregon
$3.27M
CFP
563
Cypress Financial Planning
New Jersey
$3.26M
MC
564
Moors & Cabot
Massachusetts
$3.21M
JDLA
565
J. Derek Lewis & Associates
California
$3.21M
GPFA
566
Game Plan Financial Advisors
Ohio
$3.2M
AC
567
Avant Capital
Louisiana
$3.2M
ACG
568
Allen Capital Group
Nebraska
$3.16M
BAMG
569
Brand Asset Management Group
Missouri
$3.15M
LWM
570
LongView Wealth Management
Georgia
$3.15M
AFA
571
AllGen Financial Advisors
Florida
$3.12M
HWM
572
Heirloom Wealth Management
Colorado
$3.12M
PA
573
Parallel Advisors
California
$3.1M
KBFS
574
Kohmann Bosshard Financial Services
Ohio
$3.07M
VAS
575
Vestmark Advisory Solutions
Massachusetts
$3.06M