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Schwab US Large-Cap Growth ETF

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.81%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
726
Integral Investment Advisors
California
$1.83M +$1.82M +56,025 New
JWBC
727
John W. Brooker & Co
California
$1.81M -$253K -7,779 -12%
HW
728
Hancock Whitney
Mississippi
$1.81M +$788K +24,231 +78%
DCM
729
Davis Capital Management
Florida
$1.8M +$294K +9,043 +20%
CCA
730
Clarity Capital Advisors
Florida
$1.79M +$843K +25,926 +89%
Comerica Bank
731
Comerica Bank
Texas
$1.78M -$113K -3,468 -6%
TIAA Trust, National Association
732
TIAA Trust, National Association
North Carolina
$1.76M +$71.1K +2,185 +4%
IP
733
Indivisible Partners
Florida
$1.73M +$1.73M +53,059 New
OFG
734
Oxford Financial Group
Indiana
$1.73M +$38.3K +1,179 +2%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$1.72M -$119K -3,655 -6%
GFA
736
Godfrey Financial Associates
New York
$1.71M +$1.68M +51,705 New
PCMN
737
Paradigm Capital Management (Nevada)
Nevada
$1.71M +$194K +5,978 +13%
GCA
738
Genesee Capital Advisors
New York
$1.71M +$908K +27,916 +114%
CG
739
Cynosure Group
Utah
$1.71M +$80.9K +2,487 +5%
JFGLC
740
Johnson Financial Group LLC (Colorado)
Colorado
$1.7M +$1.7M +52,174 New
JCFM
741
JBR Co Financial Management
Oklahoma
$1.7M -$82.9K -2,548 -5%
BFP
742
Birchwood Financial Partners
Minnesota
$1.69M +$1.68M +51,765 New
SAG
743
SageView Advisory Group
California
$1.68M +$65.4K +2,012 +4%
WWM
744
Western Wealth Management
Colorado
$1.68M +$301K +9,242 +22%
BAH
745
Beacon Advisors Holdings
Texas
$1.67M +$1.67M +51,273 New
VT
746
Vise Technologies
New York
$1.67M +$1.02M +31,412 +160%
TWCA
747
Two West Capital Advisors
Kansas
$1.66M +$130K +3,987 +8%
SP
748
Stonebrook Private
Michigan
$1.66M +$131K +4,026 +9%
APW
749
Aurora Private Wealth
New Jersey
$1.66M +$1.67M +51,286 New
AMCA
750
Arthur M. Cohen & Associates
Illinois
$1.65M