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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 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 → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
GAM
51
Gemmer Asset Management
California
$88.2M
WA
52
Waverly Advisors
Alabama
$82.3M
SAI
53
Savvy Advisors Inc
New York
$77.3M
AWM
54
Angeles Wealth Management
California
$76.2M
BFG
55
Berger Financial Group
Minnesota
$74.9M
HWM
56
HRC Wealth Management
Idaho
$73.3M
MCM
57
MAI Capital Management
Ohio
$73.1M
Stifel Financial
58
Stifel Financial
Missouri
$71M
BC
59
Brio Consultants
California
$69.6M
KAS
60
Kestra Advisory Services
Texas
$68.9M
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$68.7M
AFG
62
Atomi Financial Group
New York
$68.4M
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$63.7M
NFG
64
Nadler Financial Group
Illinois
$62.9M
BAM
65
Belpointe Asset Management
Nevada
$60.3M
KLI
66
Kelman-Lazarov Inc
Tennessee
$59.9M
HWM
67
HB Wealth Management
Georgia
$59.8M
FMP
68
Financial Management Professionals
Texas
$59.8M
BW
69
BIP Wealth
Georgia
$58M
BFG
70
Bleakley Financial Group
New Jersey
$57.9M
ETC
71
Exchange Traded Concepts
Oklahoma
$57.5M
MT
72
Midwest Trust
Kansas
$57.5M
CST
73
Charles Schwab Trust
Nevada
$57.2M
NCMW
74
Northern Capital Management (Washington)
Washington
$56.9M
MFG
75
Merit Financial Group
Georgia
$56.5M