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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
CIAS
626
Capital Investment Advisory Services
North Carolina
$2.41M
WF
627
WealthPoint Financial
North Carolina
$2.41M
SA
628
Strategic Advisors
New York
$2.4M
ONB
629
Old National Bancorp
Indiana
$2.39M
TF
630
Thayer Financial
North Carolina
$2.37M
BIS
631
BG Investment Services
Guam
$2.37M
AGC
632
Aspen Grove Capital
Colorado
$2.37M
FA
633
Fountainhead AM
New Jersey
$2.35M
BFA
634
Beaumont Financial Advisors
Massachusetts
$2.35M
S
635
SignatureFD
Georgia
$2.34M
NF
636
Nikulski Financial
Iowa
$2.34M
RWRC
637
R.W. Roge & Company
New York
$2.34M
RFN
638
RDA Financial Network
Iowa
$2.34M
NWAG
639
Net Worth Advisory Group
Utah
$2.32M
RWM
640
Reston Wealth Management
Virginia
$2.31M
MF
641
Montis Financial
Massachusetts
$2.31M
MGIA
642
Matthew Goff Investment Advisor
Texas
$2.31M
EWS
643
Evergreen Wealth Solutions
Pennsylvania
$2.31M
AA
644
Apriem Advisors
California
$2.29M
BBPWM
645
Blue Bell Private Wealth Management
Pennsylvania
$2.28M
EWP
646
Equity Wealth Partners
Missouri
$2.27M
WETS
647
Wealth Enhancement Trust Services
South Dakota
$2.27M
AWP
648
Atlas Wealth Partners
Pennsylvania
$2.27M
AP
649
Appleton Partners
Massachusetts
$2.25M
TAM
650
Townsend Asset Management
North Carolina
$2.23M