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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
PA
576
Parallel Advisors
California
$3.1M
KBFS
577
Kohmann Bosshard Financial Services
Ohio
$3.07M
VAS
578
Vestmark Advisory Solutions
Massachusetts
$3.06M
BWM
579
BCS Wealth Management
Tennessee
$3.05M
SPI
580
Santori & Peters Inc
Pennsylvania
$3.03M
PCWA
581
Pacific Capital Wealth Advisors
California
$3.01M
CWA
582
Crux Wealth Advisors
California
$3.01M
JSL
583
JT Stratford LLC
Georgia
$3M
SEIA
584
Signature Estate & Investment Advisors
California
$2.99M
MWM
585
Modern Wealth Management
Kansas
$2.94M
FWCM
586
Ferguson Wellman Capital Management
Oregon
$2.93M
B
587
Birchbrook
Maine
$2.92M
SCA
588
Scott Capital Advisors
Oregon
$2.89M
ACA
589
Alpha Capital Advisors
Maine
$2.88M
SWM
590
Spire Wealth Management
Virginia
$2.86M
WA
591
WESPAC Advisors
California
$2.86M
HFA
592
Highland Financial Advisors
New Jersey
$2.82M
SMA
593
Sage Mountain Advisors
Georgia
$2.81M
TVM
594
True Vision MN
Minnesota
$2.78M
AIM
595
Avity Investment Management
Connecticut
$2.78M
UAG
596
United Advisor Group
Ohio
$2.76M
OPAM
597
Ocean Park Asset Management
California
$2.75M
JESC
598
J.E. Simmons & Co
Texas
$2.75M
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$2.75M
BCM
600
Becker Capital Management
Oregon
$2.75M