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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
MWM
751
MFG Wealth Management
Indiana
$1.6M
SWM
752
Segment Wealth Management
Texas
$1.6M
TNA
753
True North Advisors
Texas
$1.6M
AAA
754
Adams Asset Advisors
Texas
$1.59M
WWA
755
Wisconsin Wealth Advisors
Wisconsin
$1.55M
PCM
756
Pennsylvania Capital Management
Pennsylvania
$1.55M
OAS
757
Optivise Advisory Services
Tennessee
$1.54M
FSA
758
Fort Sheridan Advisors
Illinois
$1.54M
OFO
759
OneAscent Family Office
Alabama
$1.53M
GS
760
GWN Securities
Florida
$1.51M
BIG
761
Brookwood Investment Group
Arizona
$1.5M
AI
762
Accredited Investors
Minnesota
$1.49M
CCM
763
Cloud Capital Management
Washington
$1.49M
HIP
764
HUB Investment Partners
Texas
$1.48M
GWWM
765
Great Waters Wealth Management
Minnesota
$1.47M
KP
766
Keel Point
Alabama
$1.45M
HWA
767
Heritage Wealth Architects
Minnesota
$1.44M
SAM
768
Silvercrest Asset Management
New York
$1.43M
SFS
769
Sowell Financial Services
Arkansas
$1.43M
LAIC
770
Lederer & Associates Investment Counsel
California
$1.43M
WIC
771
Woodmont Investment Counsel
Tennessee
$1.42M
TA
772
TrueWealth Advisors
Alabama
$1.42M
LWA
773
Legacy Wealth Advisors
Florida
$1.4M
MFA
774
Millington Financial Advisors
Illinois
$1.39M
BSCCG
775
Blue Sky Capital Consultants Group
California
$1.39M