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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
JSL
576
JT Stratford LLC
Georgia
$3M
SEIA
577
Signature Estate & Investment Advisors
California
$2.99M
MWM
578
Modern Wealth Management
Kansas
$2.94M
FWCM
579
Ferguson Wellman Capital Management
Oregon
$2.93M
B
580
Birchbrook
Maine
$2.92M
SCA
581
Scott Capital Advisors
Oregon
$2.89M
ACA
582
Alpha Capital Advisors
Maine
$2.88M
SWM
583
Spire Wealth Management
Virginia
$2.86M
WA
584
WESPAC Advisors
California
$2.86M
HFA
585
Highland Financial Advisors
New Jersey
$2.82M
SMA
586
Sage Mountain Advisors
Georgia
$2.81M
TVM
587
True Vision MN
Minnesota
$2.78M
AIM
588
Avity Investment Management
Connecticut
$2.78M
UAG
589
United Advisor Group
Ohio
$2.76M
OPAM
590
Ocean Park Asset Management
California
$2.75M
JESC
591
J.E. Simmons & Co
Texas
$2.75M
CIBC Private Wealth Group
592
CIBC Private Wealth Group
Georgia
$2.75M
BCM
593
Becker Capital Management
Oregon
$2.75M
TC
594
TFR Capital
Texas
$2.74M
BWMG
595
Barnes Wealth Management Group
California
$2.73M
MCA
596
Millennium Capital Advisors
Arkansas
$2.72M
OBWG
597
Onyx Bridge Wealth Group
New York
$2.71M
PFS
598
Prospera Financial Services
Texas
$2.67M
HC
599
Hurley Capital
New York
$2.67M
ST
600
Smithfield Trust
Pennsylvania
$2.66M