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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
MGIA
651
Matthew Goff Investment Advisor
Texas
$2.31M
EWS
652
Evergreen Wealth Solutions
Pennsylvania
$2.31M
AA
653
Apriem Advisors
California
$2.29M
BBPWM
654
Blue Bell Private Wealth Management
Pennsylvania
$2.28M
EWP
655
Equity Wealth Partners
Missouri
$2.27M
WETS
656
Wealth Enhancement Trust Services
South Dakota
$2.27M
AWP
657
Atlas Wealth Partners
Pennsylvania
$2.27M
AP
658
Appleton Partners
Massachusetts
$2.25M
TAM
659
Townsend Asset Management
North Carolina
$2.23M
VCP
660
Verus Capital Partners
Arizona
$2.23M
QWM
661
Quadcap Wealth Management
Texas
$2.23M
CTA
662
Chesley Taft & Associates
Illinois
$2.22M
AT
663
American Trust
Kentucky
$2.22M
AWE
664
Avidian Wealth Enterprises
Texas
$2.19M
SQA
665
Simon Quick Advisors
New Jersey
$2.19M
RSWA
666
Robinson Smith Wealth Advisors
Maine
$2.18M
CS
667
Crescent Sterling
Louisiana
$2.17M
WP
668
Westmount Partners
California
$2.17M
CIM
669
Catalyst Investment Management
New Hampshire
$2.16M
Brown Advisory
670
Brown Advisory
Maryland
$2.13M
SL
671
Sentinus LLC
Illinois
$2.13M
PPC
672
Park Place Capital
Alabama
$2.12M
PC
673
Payne Capital
Oregon
$2.11M
IAP
674
Indie Asset Partners
Indiana
$2.09M
AWM
675
Axxcess Wealth Management
California
$2.09M