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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
CS
676
Crescent Sterling
Louisiana
$2.17M -$15.9K -490 -0.7%
WP
677
Westmount Partners
California
$2.17M +$57.9K +1,781 +3%
CIM
678
Catalyst Investment Management
New Hampshire
$2.16M +$2.16M +66,351 New
Brown Advisory
679
Brown Advisory
Maryland
$2.13M +$230K +7,072 +12%
SL
680
Sentinus LLC
Illinois
$2.13M +$2.12M +65,246 New
PPC
681
Park Place Capital
Alabama
$2.12M +$8.91K +274 +0.4%
PC
682
Payne Capital
Oregon
$2.11M +$190K +5,854 +10%
IAP
683
Indie Asset Partners
Indiana
$2.09M
AWM
684
Axxcess Wealth Management
California
$2.09M +$85.9K +2,641 +4%
BPW
685
BLVD Private Wealth
Kentucky
$2.08M -$63.8K -1,963 -3%
CIA
686
Capital Investment Advisors
Georgia
$2.07M +$35.7K +1,098 +2%
PWS
687
Precision Wealth Strategies
Missouri
$2.07M -$555K -17,065 -21%
WC
688
Waterloo Capital
Texas
$2.05M -$503K -15,471 -20%
CIC
689
Carnegie Investment Counsel
Ohio
$2.03M +$236K +7,265 +13%
KJWM
690
Kiley Juergens Wealth Management
Washington
$2.03M +$316K +9,725 +19%
KF
691
K2 Financial
California
$2.02M +$30.6K +940 +2%
RIS
692
Retirement Income Solutions
Michigan
$2.01M +$176K +5,408 +10%
WCM
693
Whitener Capital Management
North Carolina
$2.01M +$213K +6,548 +12%
SIAG
694
Signet Investment Advisory Group
Rhode Island
$2.01M -$171K -5,262 -8%
DWM
695
Destination Wealth Management
California
$2.01M +$468K +14,383 +31%
HA
696
Herold Advisors
New York
$1.99M +$6.41K +197 +0.3%
PWMG
697
Prestige Wealth Management Group
New Jersey
$1.99M -$6.96K -214 -0.4%
IA
698
IFG Advisory
Georgia
$1.98M -$132K -4,046 -6%
NEPWA
699
New England Private Wealth Advisors
Massachusetts
$1.98M +$36.4K +1,120 +2%
PFS
700
Prospect Financial Services
New York
$1.98M +$118K +3,631 +6%