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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
SIAG
676
Signet Investment Advisory Group
Rhode Island
$2.01M
DWM
677
Destination Wealth Management
California
$2.01M
HA
678
Herold Advisors
New York
$1.99M
PWMG
679
Prestige Wealth Management Group
New Jersey
$1.99M
IA
680
IFG Advisory
Georgia
$1.98M
NEPWA
681
New England Private Wealth Advisors
Massachusetts
$1.98M
PFS
682
Prospect Financial Services
New York
$1.98M
RI
683
Rinkey Investments
California
$1.97M
S
684
Sachetta
Massachusetts
$1.96M
CAWM
685
Capital Advisors Wealth Management
Washington
$1.96M
IRC
686
Investors Research Corp
Georgia
$1.95M
SFC
687
Sprinkle Financial Consultants
Colorado
$1.95M
LPAM
688
Lodestar Private Asset Management
California
$1.93M
FCB
689
First County Bank
Connecticut
$1.92M
SA
690
Stewardship Advisors
Pennsylvania
$1.92M
MCM
691
MidAtlantic Capital Management
Virginia
$1.91M
TFA
692
Transamerica Financial Advisors
Florida
$1.91M
B
693
Bailard
California
$1.91M
FC
694
Financial Consulate
Maryland
$1.9M
NW
695
NewEdge Wealth
Pennsylvania
$1.9M
MHS
696
M Holdings Securities
Oregon
$1.88M
SCP
697
Stevens Capital Partners
Nebraska
$1.88M
OFS
698
Opus Financial Solutions
Illinois
$1.87M
PVI
699
Pine Valley Investments
New Jersey
$1.87M
MCWS
700
McKinley Carter Wealth Services
West Virginia
$1.87M