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Schwab US Large-Cap Growth ETF

1,608 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 656 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:

7% more funds holding in top 10

Funds holding in top 10: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
TFA
701
Transamerica Financial Advisors
Florida
$1.91M
B
702
Bailard
California
$1.91M
FC
703
Financial Consulate
Maryland
$1.9M
NW
704
NewEdge Wealth
Pennsylvania
$1.9M
MHS
705
M Holdings Securities
Oregon
$1.88M
SCP
706
Stevens Capital Partners
Nebraska
$1.88M
OFS
707
Opus Financial Solutions
Illinois
$1.87M
PVI
708
Pine Valley Investments
New Jersey
$1.87M
MCWS
709
McKinley Carter Wealth Services
West Virginia
$1.87M
WWA
710
WCG Wealth Advisors
Nevada
$1.87M
AA
711
Ancora Advisors
Ohio
$1.86M
YLHM
712
Yelin Lapidot Holdings Management
Israel
$1.86M
DT
713
Diversified Trust
Tennessee
$1.84M
AOWM
714
Asset One Wealth Management
Washington
$1.84M
EWA
715
EverSource Wealth Advisors
Alabama
$1.83M
IIA
716
Integral Investment Advisors
California
$1.83M
JWBC
717
John W. Brooker & Co
California
$1.81M
HW
718
Hancock Whitney
Mississippi
$1.81M
DCM
719
Davis Capital Management
Florida
$1.8M
CCA
720
Clarity Capital Advisors
Florida
$1.79M
Comerica Bank
721
Comerica Bank
Texas
$1.78M
TIAA Trust, National Association
722
TIAA Trust, National Association
North Carolina
$1.76M
IP
723
Indivisible Partners
Florida
$1.73M
OFG
724
Oxford Financial Group
Indiana
$1.73M
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$1.72M