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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
EWP
651
Equity Wealth Partners
Missouri
$2.27M
WETS
652
Wealth Enhancement Trust Services
South Dakota
$2.27M
AWP
653
Atlas Wealth Partners
Pennsylvania
$2.27M
AP
654
Appleton Partners
Massachusetts
$2.25M
TAM
655
Townsend Asset Management
North Carolina
$2.23M
VCP
656
Verus Capital Partners
Arizona
$2.23M
QWM
657
Quadcap Wealth Management
Texas
$2.23M
CTA
658
Chesley Taft & Associates
Illinois
$2.22M
AT
659
American Trust
Kentucky
$2.22M
AWE
660
Avidian Wealth Enterprises
Texas
$2.19M
SQA
661
Simon Quick Advisors
New Jersey
$2.19M
RSWA
662
Robinson Smith Wealth Advisors
Maine
$2.18M
CS
663
Crescent Sterling
Louisiana
$2.17M
WP
664
Westmount Partners
California
$2.17M
CIM
665
Catalyst Investment Management
New Hampshire
$2.16M
Brown Advisory
666
Brown Advisory
Maryland
$2.13M
SL
667
Sentinus LLC
Illinois
$2.13M
PPC
668
Park Place Capital
Alabama
$2.12M
PC
669
Payne Capital
Oregon
$2.11M
IAP
670
Indie Asset Partners
Indiana
$2.09M
AWM
671
Axxcess Wealth Management
California
$2.09M
BPW
672
BLVD Private Wealth
Kentucky
$2.08M
CIA
673
Capital Investment Advisors
Georgia
$2.07M
PWS
674
Precision Wealth Strategies
Missouri
$2.07M
WC
675
Waterloo Capital
Texas
$2.05M