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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
MFF
626
Michels Family Financial
Texas
$2.44M
DSC
627
Duncker Streett & Co
Missouri
$2.44M
NSG
628
Nalls Sherbakoff Group
Tennessee
$2.42M
CHA
629
Cooper/Haims Advisors
New York
$2.41M
BFA
630
Ballast Financial Advisors
Pennsylvania
$2.41M
CIAS
631
Capital Investment Advisory Services
North Carolina
$2.41M
WF
632
WealthPoint Financial
North Carolina
$2.41M
SA
633
Strategic Advisors
New York
$2.4M
ONB
634
Old National Bancorp
Indiana
$2.39M
TF
635
Thayer Financial
North Carolina
$2.37M
BIS
636
BG Investment Services
Guam
$2.37M
AGC
637
Aspen Grove Capital
Colorado
$2.37M
FA
638
Fountainhead AM
New Jersey
$2.35M
BFA
639
Beaumont Financial Advisors
Massachusetts
$2.35M
S
640
SignatureFD
Georgia
$2.34M
NF
641
Nikulski Financial
Iowa
$2.34M
RWRC
642
R.W. Roge & Company
New York
$2.34M
RFN
643
RDA Financial Network
Iowa
$2.34M
NWAG
644
Net Worth Advisory Group
Utah
$2.32M
RWM
645
Reston Wealth Management
Virginia
$2.31M
MF
646
Montis Financial
Massachusetts
$2.31M
MGIA
647
Matthew Goff Investment Advisor
Texas
$2.31M
EWS
648
Evergreen Wealth Solutions
Pennsylvania
$2.31M
AA
649
Apriem Advisors
California
$2.29M
BBPWM
650
Blue Bell Private Wealth Management
Pennsylvania
$2.28M