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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
GS
751
GWN Securities
Florida
$1.51M
BIG
752
Brookwood Investment Group
Arizona
$1.5M
AI
753
Accredited Investors
Minnesota
$1.49M
CCM
754
Cloud Capital Management
Washington
$1.49M
HIP
755
HUB Investment Partners
Texas
$1.48M
GWWM
756
Great Waters Wealth Management
Minnesota
$1.47M
KP
757
Keel Point
Alabama
$1.45M
HWA
758
Heritage Wealth Architects
Minnesota
$1.44M
SAM
759
Silvercrest Asset Management
New York
$1.43M
SFS
760
Sowell Financial Services
Arkansas
$1.43M
LAIC
761
Lederer & Associates Investment Counsel
California
$1.43M
WIC
762
Woodmont Investment Counsel
Tennessee
$1.42M
TA
763
TrueWealth Advisors
Alabama
$1.42M
LWA
764
Legacy Wealth Advisors
Florida
$1.4M
MFA
765
Millington Financial Advisors
Illinois
$1.39M
BSCCG
766
Blue Sky Capital Consultants Group
California
$1.39M
CAI
767
Capital Advisors Inc
Oklahoma
$1.38M
SAW
768
Signal Advisors Wealth
Michigan
$1.37M
CWG
769
Cornerstone Wealth Group
North Carolina
$1.36M
MA
770
Modus Advisors
Minnesota
$1.36M
SIS
771
Strategic Investment Solutions
Illinois
$1.35M
TCM
772
Tradewinds Capital Management
Washington
$1.35M
AWM
773
Aprio Wealth Management
Georgia
$1.35M
KIA
774
KCM Investment Advisors
California
$1.34M
SWGC
775
Summit Wealth Group (Colorado)
Colorado
$1.34M