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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
MHS
701
M Holdings Securities
Oregon
$1.88M
SCP
702
Stevens Capital Partners
Nebraska
$1.88M
OFS
703
Opus Financial Solutions
Illinois
$1.87M
PVI
704
Pine Valley Investments
New Jersey
$1.87M
MCWS
705
McKinley Carter Wealth Services
West Virginia
$1.87M
WWA
706
WCG Wealth Advisors
Nevada
$1.87M
AA
707
Ancora Advisors
Ohio
$1.86M
YLHM
708
Yelin Lapidot Holdings Management
Israel
$1.86M
DT
709
Diversified Trust
Tennessee
$1.84M
AOWM
710
Asset One Wealth Management
Washington
$1.84M
EWA
711
EverSource Wealth Advisors
Alabama
$1.83M
IIA
712
Integral Investment Advisors
California
$1.83M
JWBC
713
John W. Brooker & Co
California
$1.81M
HW
714
Hancock Whitney
Mississippi
$1.81M
DCM
715
Davis Capital Management
Florida
$1.8M
CCA
716
Clarity Capital Advisors
Florida
$1.79M
Comerica Bank
717
Comerica Bank
Texas
$1.78M
TIAA Trust, National Association
718
TIAA Trust, National Association
North Carolina
$1.76M
IP
719
Indivisible Partners
Florida
$1.73M
OFG
720
Oxford Financial Group
Indiana
$1.73M
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$1.72M
GFA
722
Godfrey Financial Associates
New York
$1.71M
PCMN
723
Paradigm Capital Management (Nevada)
Nevada
$1.71M
GCA
724
Genesee Capital Advisors
New York
$1.71M
CG
725
Cynosure Group
Utah
$1.71M