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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
MC
576
Moors & Cabot
Massachusetts
$3.21M +$614K +18,876 +24%
JDLA
577
J. Derek Lewis & Associates
California
$3.21M +$3.2M +98,286 New
GPFA
578
Game Plan Financial Advisors
Ohio
$3.2M -$10.6K -325 -0.3%
AC
579
Avant Capital
Louisiana
$3.2M -$34.5K -1,060 -1%
ACG
580
Allen Capital Group
Nebraska
$3.16M +$235K +7,223 +8%
BAMG
581
Brand Asset Management Group
Missouri
$3.15M -$306K -9,420 -9%
LWM
582
LongView Wealth Management
Georgia
$3.15M +$1.67M +51,218 +115%
AFA
583
AllGen Financial Advisors
Florida
$3.12M -$395K -12,154 -11%
HWM
584
Heirloom Wealth Management
Colorado
$3.12M +$101K +3,103 +3%
PA
585
Parallel Advisors
California
$3.1M +$2.46M +75,520 +384%
KBFS
586
Kohmann Bosshard Financial Services
Ohio
$3.07M -$22.4K -689 -0.7%
VAS
587
Vestmark Advisory Solutions
Massachusetts
$3.06M -$4.9M -150,664 -62%
BWM
588
BCS Wealth Management
Tennessee
$3.05M +$1.48M +45,545 +95%
SPI
589
Santori & Peters Inc
Pennsylvania
$3.03M +$4.07K +125 +0.1%
PCWA
590
Pacific Capital Wealth Advisors
California
$3.01M +$423 +13 +0%
CWA
591
Crux Wealth Advisors
California
$3.01M -$24.1K -742 -0.8%
JSL
592
JT Stratford LLC
Georgia
$3M +$27.1K +832 +0.9%
SEIA
593
Signature Estate & Investment Advisors
California
$2.99M +$417K +12,820 +16%
MWM
594
Modern Wealth Management
Kansas
$2.94M +$2.52M +77,401 +610%
FWCM
595
Ferguson Wellman Capital Management
Oregon
$2.93M +$2.08M +63,802 +245%
B
596
Birchbrook
Maine
$2.92M -$85K -2,613 -3%
SCA
597
Scott Capital Advisors
Oregon
$2.89M +$13.7K +420 +0.5%
ACA
598
Alpha Capital Advisors
Maine
$2.88M +$2.85M +87,774 New
SWM
599
Spire Wealth Management
Virginia
$2.86M +$328K +10,072 +13%
WA
600
WESPAC Advisors
California
$2.86M +$1.72M +52,870 +152%