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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
YAIA
826
Yanni & Associates Investment Advisors
Pennsylvania
$1.08M
KCM
827
Kathmere Capital Management
Pennsylvania
$1.07M
PIN
828
Prudent Investors Network
California
$1.06M
FPF
829
First Pacific Financial
Washington
$1.06M
WP
830
Wealthspan Partners
Iowa
$1.05M
EFP
831
Elser Financial Planning
Indiana
$1.05M
BIP
832
Blueprint Investment Partners
North Carolina
$1.05M
PCI
833
Planning Center Inc
Illinois
$1.05M
ATI
834
ARK & TLK Investments
Oklahoma
$1.05M
SF
835
Sun Financial
Utah
$1.04M
LWA
836
Lantern Wealth Advisors
New York
$1.03M
BFA
837
Blueprint Financial Advisors
North Carolina
$1.03M
FFA
838
Florida Financial Advisors
Florida
$1.03M
SI
839
Stephens Inc
Arkansas
$1.02M
TCWM
840
Total Clarity Wealth Management
Illinois
$1.02M
FAG
841
Fortitude Advisory Group
Washington
$1.01M
DWT
842
Dorsey & Whitney Trust
South Dakota
$1.01M
MTIC
843
Missouri Trust & Investment Company
Missouri
$1.01M
RPGNY
844
Retirement Planning Group (New York)
New York
$1M
CCC
845
Compass Capital Corp
Massachusetts
$1M
HBW
846
Hazlett, Burt & Watson
West Virginia
$1M
NP
847
NorthRock Partners
Minnesota
$993K
PCA
848
Prosperity Capital Advisors
Ohio
$981K
EHC
849
Everett Harris & Co
California
$977K
WA
850
Wealth Architects
California
$976K