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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
GWWM
776
Great Waters Wealth Management
Minnesota
$1.47M -$20.4K -626 -1%
KP
777
Keel Point
Alabama
$1.45M -$66.4K -2,042 -4%
HWA
778
Heritage Wealth Architects
Minnesota
$1.44M -$99.7K -3,065 -6%
SAM
779
Silvercrest Asset Management
New York
$1.43M +$600K +18,442 +73%
SFS
780
Sowell Financial Services
Arkansas
$1.43M +$147K +4,523 +12%
LAIC
781
Lederer & Associates Investment Counsel
California
$1.43M -$8.36K -257 -0.6%
WIC
782
Woodmont Investment Counsel
Tennessee
$1.42M +$91.1K +2,800 +7%
TA
783
TrueWealth Advisors
Alabama
$1.42M +$130 +4 +0%
LWA
784
Legacy Wealth Advisors
Florida
$1.4M +$1.39M +42,866 New
MFA
785
Millington Financial Advisors
Illinois
$1.39M +$14.5K +445 +1%
BSCCG
786
Blue Sky Capital Consultants Group
California
$1.39M +$56.9K +1,751 +4%
CAI
787
Capital Advisors Inc
Oklahoma
$1.38M +$15.8K +487 +1%
SAW
788
Signal Advisors Wealth
Michigan
$1.37M +$504K +15,493 +58%
CWG
789
Cornerstone Wealth Group
North Carolina
$1.36M +$35.3K +1,084 +3%
MA
790
Modus Advisors
Minnesota
$1.36M -$216K -6,626 -14%
SIS
791
Strategic Investment Solutions
Illinois
$1.35M +$358 +11 +0%
TCM
792
Tradewinds Capital Management
Washington
$1.35M +$1.21M +37,198 +876%
AWM
793
Aprio Wealth Management
Georgia
$1.35M +$5.95K +183 +0.4%
KIA
794
KCM Investment Advisors
California
$1.34M +$95.2K +2,926 +8%
SWGC
795
Summit Wealth Group (Colorado)
Colorado
$1.34M +$1.34M +41,185 New
GC
796
Gilbert & Cook
Iowa
$1.34M
AF
797
Advisornet Financial
Minnesota
$1.34M +$9.33K +287 +0.7%
IWP
798
Insight Wealth Partners
Texas
$1.33M -$58.9K -1,812 -4%
KA
799
KLCM Advisors
Wisconsin
$1.32M +$1.32M +40,463 New
FC
800
Fusion Capital
South Carolina
$1.3M -$9.07K -279 -0.7%