We are live on ! Find out more
SCHG icon

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
AIA
626
Aventus Investment Advisors
Florida
$2.58M -$1.95K -60 -0.1%
WI
627
Westbourne Investments
Virginia
$2.56M +$67.7K +2,081 +3%
PFA
628
Petra Financial Advisors
Colorado
$2.55M -$97.8K -3,008 -4%
HSA
629
HBK Sorce Advisory
Pennsylvania
$2.53M +$25.6K +786 +1%
TA
630
Tactive Advisors
Florida
$2.52M +$328K +10,089 +15%
CCFM
631
Clear Creek Financial Management
Washington
$2.5M +$233K +7,157 +10%
MWA
632
Medallion Wealth Advisors
Connecticut
$2.48M +$262K +8,058 +12%
CFP
633
Comprehensive Financial Planning
Pennsylvania
$2.48M +$51.4K +1,581 +2%
Natixis Advisors
634
Natixis Advisors
Massachusetts
$2.48M +$85.1K +2,616 +4%
SA
635
Strategic Advocates
Utah
$2.47M -$33 -1 -0%
JIR
636
James Investment Research
Ohio
$2.47M +$100K +3,088 +4%
OPA
637
Old Port Advisors
Maine
$2.46M -$81.1K -2,494 -3%
CWM
638
Cornerstone Wealth Management
Missouri
$2.45M +$42.2K +1,297 +2%
MFF
639
Michels Family Financial
Texas
$2.44M +$100K +3,089 +4%
DSC
640
Duncker Streett & Co
Missouri
$2.44M +$10.1K +312 +0.4%
NSG
641
Nalls Sherbakoff Group
Tennessee
$2.42M -$1.06M -32,623 -31%
CHA
642
Cooper/Haims Advisors
New York
$2.41M -$20.9K -643 -0.9%
BFA
643
Ballast Financial Advisors
Pennsylvania
$2.41M +$2.41M +74,006 New
CIAS
644
Capital Investment Advisory Services
North Carolina
$2.41M +$87K +2,674 +4%
WF
645
WealthPoint Financial
North Carolina
$2.41M +$2.4M +73,756 New
SA
646
Strategic Advisors
New York
$2.4M -$15.9K -489 -0.7%
ONB
647
Old National Bancorp
Indiana
$2.39M -$21K -646 -0.9%
TF
648
Thayer Financial
North Carolina
$2.37M +$2.37M +72,804 New
BIS
649
BG Investment Services
Guam
$2.37M +$677K +20,817 +40%
AGC
650
Aspen Grove Capital
Colorado
$2.37M -$1.79K -55 -0.1%