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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
HFA
601
Highland Financial Advisors
New Jersey
$2.82M
SMA
602
Sage Mountain Advisors
Georgia
$2.81M +$130 +4 +0%
TVM
603
True Vision MN
Minnesota
$2.78M +$17K +522 +0.6%
AIM
604
Avity Investment Management
Connecticut
$2.78M -$48.8K -1,500 -2%
UAG
605
United Advisor Group
Ohio
$2.76M -$22.4K -690 -0.8%
OPAM
606
Ocean Park Asset Management
California
$2.75M +$2.74M +84,396 New
JESC
607
J.E. Simmons & Co
Texas
$2.75M +$2.74M +84,395 New
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$2.75M -$346K -10,641 -11%
BCM
609
Becker Capital Management
Oregon
$2.75M -$15.4K -475 -0.6%
TC
610
TFR Capital
Texas
$2.74M +$59.3K +1,822 +2%
BWMG
611
Barnes Wealth Management Group
California
$2.73M -$61.4K -1,888 -2%
MCA
612
Millennium Capital Advisors
Arkansas
$2.72M -$448K -13,760 -14%
OBWG
613
Onyx Bridge Wealth Group
New York
$2.71M -$477K -14,678 -15%
PFS
614
Prospera Financial Services
Texas
$2.67M +$1.59K +49 +0.1%
HC
615
Hurley Capital
New York
$2.67M +$2.21K +68 +0.1%
ST
616
Smithfield Trust
Pennsylvania
$2.66M -$35.4K -1,089 -1%
WRPWM
617
Werba Rubin Papier Wealth Management
California
$2.66M -$70.8K -2,177 -3%
FPL
618
Fortress Private Ledger
North Carolina
$2.64M +$77.6K +2,385 +3%
Tudor Investment Corp
619
Tudor Investment Corp
Connecticut
$2.64M -$8.58M -263,796 -77%
SCA
620
Snowden Capital Advisors
New York
$2.63M +$234K +7,203 +10%
Jane Street
621
Jane Street
New York
$2.61M +$2.61M +80,156 New
TRCT
622
Tower Research Capital (TRC)
New York
$2.61M +$2.6M +80,088 +170,400%
AC
623
AlphaCore Capital
California
$2.58M +$485K +14,912 +23%
VFIC
624
Valley Forge Investment Consultants
Pennsylvania
$2.58M -$46.7K -1,436 -2%
FAL
625
Focused Alpha LLC
Colorado
$2.58M +$2.57M +79,048 New