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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
AWM
751
Arista Wealth Management
Nevada
$1.65M +$2.57K +79 +0.2%
TCRG
752
Twin Cities Retirement Group
Minnesota
$1.64M +$1.63M +50,157 New
KFGK
753
Keystone Financial Group (Kentucky)
Kentucky
$1.63M -$107K -3,293 -6%
VA
754
Valmark Advisers
Ohio
$1.63M +$20.4K +628 +1%
FWA
755
FSC Wealth Advisors
New York
$1.62M -$2.67M -81,986 -62%
GSEP
756
Golden State Equity Partners
California
$1.62M +$31.2K +959 +2%
SWM
757
Sculati Wealth Management
Michigan
$1.62M -$4.29K -132 -0.3%
GAA
758
Guardian Asset Advisors
Pennsylvania
$1.61M +$292K +8,968 +22%
MMHP
759
Murphy Middleton Hinkle & Parker
Georgia
$1.61M -$10.4M -320,815 -98%
SNBOSD
760
Security National Bank of So Dak
Iowa
$1.61M -$1.56K -48 -0.1%
MWM
761
MFG Wealth Management
Indiana
$1.6M -$181K -5,554 -10%
SWM
762
Segment Wealth Management
Texas
$1.6M -$32.3K -993 -2%
TNA
763
True North Advisors
Texas
$1.6M +$1.59M +48,943 New
AAA
764
Adams Asset Advisors
Texas
$1.59M +$62.6K +1,924 +4%
WWA
765
Wisconsin Wealth Advisors
Wisconsin
$1.55M +$331K +10,175 +27%
CAL
766
Capital Analysts LLC
Pennsylvania
$1.55M -$66.4K -2,042 -4%
PCM
767
Pennsylvania Capital Management
Pennsylvania
$1.55M +$115K +3,535 +8%
OAS
768
Optivise Advisory Services
Tennessee
$1.54M -$96.4K -2,963 -6%
FSA
769
Fort Sheridan Advisors
Illinois
$1.54M -$207K -6,367 -12%
OFO
770
OneAscent Family Office
Alabama
$1.53M +$22.2K +683 +1%
GS
771
GWN Securities
Florida
$1.51M +$195K +6,006 +15%
BIG
772
Brookwood Investment Group
Arizona
$1.5M -$22.5K -692 -1%
AI
773
Accredited Investors
Minnesota
$1.49M -$3.71K -114 -0.2%
CCM
774
Cloud Capital Management
Washington
$1.49M -$99.4K -3,056 -6%
HIP
775
HUB Investment Partners
Texas
$1.48M +$639K +19,662 +76%