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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
VCP
651
Verus Capital Partners
Arizona
$2.23M
QWM
652
Quadcap Wealth Management
Texas
$2.23M
CTA
653
Chesley Taft & Associates
Illinois
$2.22M
AT
654
American Trust
Kentucky
$2.22M
AWE
655
Avidian Wealth Enterprises
Texas
$2.19M
SQA
656
Simon Quick Advisors
New Jersey
$2.19M
RSWA
657
Robinson Smith Wealth Advisors
Maine
$2.18M
CS
658
Crescent Sterling
Louisiana
$2.17M
WP
659
Westmount Partners
California
$2.17M
CIM
660
Catalyst Investment Management
New Hampshire
$2.16M
Brown Advisory
661
Brown Advisory
Maryland
$2.13M
SL
662
Sentinus LLC
Illinois
$2.13M
PPC
663
Park Place Capital
Alabama
$2.12M
PC
664
Payne Capital
Oregon
$2.11M
IAP
665
Indie Asset Partners
Indiana
$2.09M
AWM
666
Axxcess Wealth Management
California
$2.09M
BPW
667
BLVD Private Wealth
Kentucky
$2.08M
CIA
668
Capital Investment Advisors
Georgia
$2.07M
PWS
669
Precision Wealth Strategies
Missouri
$2.07M
WC
670
Waterloo Capital
Texas
$2.05M
CIC
671
Carnegie Investment Counsel
Ohio
$2.03M
KJWM
672
Kiley Juergens Wealth Management
Washington
$2.03M
KF
673
K2 Financial
California
$2.02M
RIS
674
Retirement Income Solutions
Michigan
$2.01M
WCM
675
Whitener Capital Management
North Carolina
$2.01M