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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
JIR
626
James Investment Research
Ohio
$2.47M
OPA
627
Old Port Advisors
Maine
$2.46M
CWM
628
Cornerstone Wealth Management
Missouri
$2.45M
MFF
629
Michels Family Financial
Texas
$2.44M
DSC
630
Duncker Streett & Co
Missouri
$2.44M
NSG
631
Nalls Sherbakoff Group
Tennessee
$2.42M
CHA
632
Cooper/Haims Advisors
New York
$2.41M
BFA
633
Ballast Financial Advisors
Pennsylvania
$2.41M
CIAS
634
Capital Investment Advisory Services
North Carolina
$2.41M
WF
635
WealthPoint Financial
North Carolina
$2.41M
SA
636
Strategic Advisors
New York
$2.4M
ONB
637
Old National Bancorp
Indiana
$2.39M
TF
638
Thayer Financial
North Carolina
$2.37M
BIS
639
BG Investment Services
Guam
$2.37M
AGC
640
Aspen Grove Capital
Colorado
$2.37M
FA
641
Fountainhead AM
New Jersey
$2.35M
BFA
642
Beaumont Financial Advisors
Massachusetts
$2.35M
S
643
SignatureFD
Georgia
$2.34M
NF
644
Nikulski Financial
Iowa
$2.34M
RWRC
645
R.W. Roge & Company
New York
$2.34M
RFN
646
RDA Financial Network
Iowa
$2.34M
NWAG
647
Net Worth Advisory Group
Utah
$2.32M
RWM
648
Reston Wealth Management
Virginia
$2.31M
MF
649
Montis Financial
Massachusetts
$2.31M
MGIA
650
Matthew Goff Investment Advisor
Texas
$2.31M