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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
CIC
676
Carnegie Investment Counsel
Ohio
$2.03M
KJWM
677
Kiley Juergens Wealth Management
Washington
$2.03M
KF
678
K2 Financial
California
$2.02M
RIS
679
Retirement Income Solutions
Michigan
$2.01M
WCM
680
Whitener Capital Management
North Carolina
$2.01M
SIAG
681
Signet Investment Advisory Group
Rhode Island
$2.01M
DWM
682
Destination Wealth Management
California
$2.01M
HA
683
Herold Advisors
New York
$1.99M
PWMG
684
Prestige Wealth Management Group
New Jersey
$1.99M
IA
685
IFG Advisory
Georgia
$1.98M
NEPWA
686
New England Private Wealth Advisors
Massachusetts
$1.98M
PFS
687
Prospect Financial Services
New York
$1.98M
RI
688
Rinkey Investments
California
$1.97M
S
689
Sachetta
Massachusetts
$1.96M
CAWM
690
Capital Advisors Wealth Management
Washington
$1.96M
IRC
691
Investors Research Corp
Georgia
$1.95M
SFC
692
Sprinkle Financial Consultants
Colorado
$1.95M
LPAM
693
Lodestar Private Asset Management
California
$1.93M
FCB
694
First County Bank
Connecticut
$1.92M
SA
695
Stewardship Advisors
Pennsylvania
$1.92M
MCM
696
MidAtlantic Capital Management
Virginia
$1.91M
TFA
697
Transamerica Financial Advisors
Florida
$1.91M
B
698
Bailard
California
$1.91M
FC
699
Financial Consulate
Maryland
$1.9M
NW
700
NewEdge Wealth
Pennsylvania
$1.9M