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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
19.81%
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
TC
651
Tenret Company
Florida
$2.37M
FA
652
Fountainhead AM
New Jersey
$2.35M -$22.2M -681,350 -90%
BFA
653
Beaumont Financial Advisors
Massachusetts
$2.35M
S
654
SignatureFD
Georgia
$2.34M -$856K -26,321 -27%
NF
655
Nikulski Financial
Iowa
$2.34M -$943K -28,991 -29%
RWRC
656
R.W. Roge & Company
New York
$2.34M -$16.4K -503 -0.7%
RFN
657
RDA Financial Network
Iowa
$2.34M +$463K +14,229 +25%
NWAG
658
Net Worth Advisory Group
Utah
$2.32M +$2.31M +71,138 New
RWM
659
Reston Wealth Management
Virginia
$2.31M -$64.2K -1,974 -3%
MF
660
Montis Financial
Massachusetts
$2.31M -$84.7K -2,603 -4%
MGIA
661
Matthew Goff Investment Advisor
Texas
$2.31M +$2.54M +78,037 New
EWS
662
Evergreen Wealth Solutions
Pennsylvania
$2.31M +$2.3M +70,788 New
AA
663
Apriem Advisors
California
$2.29M -$243K -7,467 -10%
BBPWM
664
Blue Bell Private Wealth Management
Pennsylvania
$2.28M -$41.4K -1,272 -2%
EWP
665
Equity Wealth Partners
Missouri
$2.27M +$75.4K +2,319 +3%
WETS
666
Wealth Enhancement Trust Services
South Dakota
$2.27M +$2.26M +69,502 New
AWP
667
Atlas Wealth Partners
Pennsylvania
$2.27M +$65.9K +2,026 +3%
AP
668
Appleton Partners
Massachusetts
$2.25M -$9.76K -300 -0.4%
TAM
669
Townsend Asset Management
North Carolina
$2.23M -$233K -7,161 -9%
QWM
670
Quadcap Wealth Management
Texas
$2.23M -$27.4K -843 -1%
CTA
671
Chesley Taft & Associates
Illinois
$2.22M
AT
672
American Trust
Kentucky
$2.22M -$2.25M -69,139 -50%
AWE
673
Avidian Wealth Enterprises
Texas
$2.19M +$813 +25 +0%
SQA
674
Simon Quick Advisors
New Jersey
$2.19M +$411K +12,631 +23%
RSWA
675
Robinson Smith Wealth Advisors
Maine
$2.18M -$267K -8,216 -11%