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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
WWA
701
WCG Wealth Advisors
Nevada
$1.87M
AA
702
Ancora Advisors
Ohio
$1.86M
YLHM
703
Yelin Lapidot Holdings Management
Israel
$1.86M
DT
704
Diversified Trust
Tennessee
$1.84M
AOWM
705
Asset One Wealth Management
Washington
$1.84M
EWA
706
EverSource Wealth Advisors
Alabama
$1.83M
IIA
707
Integral Investment Advisors
California
$1.83M
JWBC
708
John W. Brooker & Co
California
$1.81M
HW
709
Hancock Whitney
Mississippi
$1.81M
DCM
710
Davis Capital Management
Florida
$1.8M
CCA
711
Clarity Capital Advisors
Florida
$1.79M
Comerica Bank
712
Comerica Bank
Texas
$1.78M
TIAA Trust, National Association
713
TIAA Trust, National Association
North Carolina
$1.76M
IP
714
Indivisible Partners
Florida
$1.73M
OFG
715
Oxford Financial Group
Indiana
$1.73M
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$1.72M
GFA
717
Godfrey Financial Associates
New York
$1.71M
PCMN
718
Paradigm Capital Management (Nevada)
Nevada
$1.71M
GCA
719
Genesee Capital Advisors
New York
$1.71M
CG
720
Cynosure Group
Utah
$1.71M
JFGLC
721
Johnson Financial Group LLC (Colorado)
Colorado
$1.7M
JCFM
722
JBR Co Financial Management
Oklahoma
$1.7M
BFP
723
Birchwood Financial Partners
Minnesota
$1.69M
SAG
724
SageView Advisory Group
California
$1.68M
WWM
725
Western Wealth Management
Colorado
$1.68M