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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
PPWM
801
Paragon Private Wealth Management
Kentucky
$1.17M
CAM
802
Cozad Asset Management
Illinois
$1.17M
GWSA
803
Global Wealth Strategies & Associates
Colorado
$1.16M
LEA
804
Legacy Edge Advisors
New York
$1.15M
BFA
805
Beacon Financial Advisory
Ohio
$1.15M
MAM
806
Marotta Asset Management
Virginia
$1.15M
UB
807
UMB Bank
Missouri
$1.15M
PWA
808
Peterson Wealth Advisors
Utah
$1.14M
WS
809
Wedbush Securities
California
$1.13M
KFA
810
Kelleher Financial Advisors
New York
$1.13M
HL
811
HeadInvest LLC
Maine
$1.13M
SFG
812
SevenBridge Financial Group
Pennsylvania
$1.13M
SG
813
StoneX Group
New York
$1.13M
STA
814
Summit Trail Advisors
New York
$1.13M
BAM
815
Bellevue Asset Management
Washington
$1.11M
BC
816
Bulwark Capital
Florida
$1.11M
FFA
817
Fi3 Financial Advisors
Indiana
$1.11M
ICM
818
Islay Capital Management
Texas
$1.1M
VW
819
Vantus Wealth
Pennsylvania
$1.1M
QPWM
820
Quadrant Private Wealth Management
Pennsylvania
$1.1M
FLA
821
Financial Life Advisors
Texas
$1.1M
RWM
822
Ritholtz Wealth Management
New York
$1.1M
BWA
823
Beam Wealth Advisors
Louisiana
$1.09M
BPWM
824
Badgley Phelps Wealth Managers
Washington
$1.08M
EWA
825
Eagle Wealth Advisors
Connecticut
$1.08M