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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
AWMS
801
Advocacy Wealth Management Services
Georgia
$1.3M -$10.2K -313 -0.8%
CIM
802
Cambria Investment Management
California
$1.3M +$1.29M +39,784 New
CS
803
Capital Square
Tennessee
$1.3M +$66.8K +2,054 +5%
CA
804
CGN Advisors
Kansas
$1.29M -$24.7K -759 -2%
AMG
805
Asset Management Group
Connecticut
$1.25M +$1.2K +37 +0.1%
HWA
806
HMV Wealth Advisors
Louisiana
$1.24M -$150K -4,618 -11%
MWM
807
Mission Wealth Management
California
$1.24M +$130 +4 +0%
SWP
808
SIMA Wealth Partners
Virginia
$1.23M -$87.6K -2,693 -7%
AL
809
Aspiriant LLC
California
$1.23M +$229K +7,050 +23%
CCM
810
Colorado Capital Management
Colorado
$1.22M +$1.04K +32 +0.1%
EWM
811
Evercore Wealth Management
New York
$1.21M
OWM
812
OneAscent Wealth Management
Alabama
$1.21M +$92.2K +2,836 +8%
SIAG
813
Safeguard Investment Advisory Group
California
$1.21M -$92.4K -2,841 -7%
MIFH
814
Migdal Insurance & Financial Holdings
Israel
$1.2M -$322K -9,913 -21%
QP
815
Quartz Partners
New York
$1.2M -$27.6K -850 -2%
DWM
816
DecisionMap Wealth Management
Virginia
$1.19M +$12.7K +392 +1%
SFG
817
Sunburst Financial Group
Alabama
$1.18M -$1.24K -38 -0.1%
HC
818
Hoese & Co
Minnesota
$1.18M
IAS
819
Integrity Advisory Solutions
Texas
$1.18M +$27.3K +839 +2%
RFN
820
Redwood Financial Network
Ohio
$1.17M -$227K -6,988 -16%
CFB
821
Cullen/Frost Bankers
Texas
$1.17M -$14K -429 -1%
PPWM
822
Paragon Private Wealth Management
Kentucky
$1.17M -$20.8K -640 -2%
CAM
823
Cozad Asset Management
Illinois
$1.17M
GWSA
824
Global Wealth Strategies & Associates
Colorado
$1.16M +$197K +6,058 +21%
LEA
825
Legacy Edge Advisors
New York
$1.15M +$1.15M +35,287 New