SCHG icon

Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
CAM
801
Cozad Asset Management
Illinois
$1.17M
GWSA
802
Global Wealth Strategies & Associates
Colorado
$1.16M
LEA
803
Legacy Edge Advisors
New York
$1.15M
BFA
804
Beacon Financial Advisory
Ohio
$1.15M
MAM
805
Marotta Asset Management
Virginia
$1.15M
UB
806
UMB Bank
Missouri
$1.15M
PWA
807
Peterson Wealth Advisors
Utah
$1.14M
WS
808
Wedbush Securities
California
$1.13M
KFA
809
Kelleher Financial Advisors
New York
$1.13M
HL
810
HeadInvest LLC
Maine
$1.13M
SFG
811
SevenBridge Financial Group
Pennsylvania
$1.13M
SG
812
StoneX Group
New York
$1.13M
STA
813
Summit Trail Advisors
New York
$1.13M
BAM
814
Bellevue Asset Management
Washington
$1.11M
BC
815
Bulwark Capital
Florida
$1.11M
FFA
816
Fi3 Financial Advisors
Indiana
$1.11M
ICM
817
Islay Capital Management
Texas
$1.1M
VW
818
Vantus Wealth
Pennsylvania
$1.1M
QPWM
819
Quadrant Private Wealth Management
Pennsylvania
$1.1M
FLA
820
Financial Life Advisors
Texas
$1.1M
RWM
821
Ritholtz Wealth Management
New York
$1.1M
BWA
822
Beam Wealth Advisors
Louisiana
$1.09M
BPWM
823
Badgley Phelps Wealth Managers
Washington
$1.08M
EWA
824
Eagle Wealth Advisors
Connecticut
$1.08M
YAIA
825
Yanni & Associates Investment Advisors
Pennsylvania
$1.08M