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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
BWM
576
BCS Wealth Management
Tennessee
$3.05M
SPI
577
Santori & Peters Inc
Pennsylvania
$3.03M
PCWA
578
Pacific Capital Wealth Advisors
California
$3.01M
CWA
579
Crux Wealth Advisors
California
$3.01M
JSL
580
JT Stratford LLC
Georgia
$3M
SEIA
581
Signature Estate & Investment Advisors
California
$2.99M
MWM
582
Modern Wealth Management
Kansas
$2.94M
FWCM
583
Ferguson Wellman Capital Management
Oregon
$2.93M
B
584
Birchbrook
Maine
$2.92M
SCA
585
Scott Capital Advisors
Oregon
$2.89M
ACA
586
Alpha Capital Advisors
Maine
$2.88M
SWM
587
Spire Wealth Management
Virginia
$2.86M
WA
588
WESPAC Advisors
California
$2.86M
HFA
589
Highland Financial Advisors
New Jersey
$2.82M
SMA
590
Sage Mountain Advisors
Georgia
$2.81M
TVM
591
True Vision MN
Minnesota
$2.78M
AIM
592
Avity Investment Management
Connecticut
$2.78M
UAG
593
United Advisor Group
Ohio
$2.76M
OPAM
594
Ocean Park Asset Management
California
$2.75M
JESC
595
J.E. Simmons & Co
Texas
$2.75M
CIBC Private Wealth Group
596
CIBC Private Wealth Group
Georgia
$2.75M
BCM
597
Becker Capital Management
Oregon
$2.75M
TC
598
TFR Capital
Texas
$2.74M
BWMG
599
Barnes Wealth Management Group
California
$2.73M
MCA
600
Millennium Capital Advisors
Arkansas
$2.72M