We are live on ! Find out more
SCHG icon

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
BFA
826
Beacon Financial Advisory
Ohio
$1.15M -$112K -3,442 -9%
MAM
827
Marotta Asset Management
Virginia
$1.15M -$180K -5,543 -14%
UB
828
UMB Bank
Missouri
$1.15M +$83.9K +2,581 +8%
PWA
829
Peterson Wealth Advisors
Utah
$1.14M +$352K +10,835 +45%
WS
830
Wedbush Securities
California
$1.13M +$280K +8,599 +33%
KFA
831
Kelleher Financial Advisors
New York
$1.13M
HL
832
HeadInvest LLC
Maine
$1.13M +$44.9K +1,381 +4%
SFG
833
SevenBridge Financial Group
Pennsylvania
$1.13M -$41.9K -1,288 -4%
SG
834
StoneX Group
New York
$1.13M -$566K -17,417 -34%
STA
835
Summit Trail Advisors
New York
$1.13M
BAM
836
Bellevue Asset Management
Washington
$1.11M +$75.8K +2,331 +7%
BC
837
Bulwark Capital
Florida
$1.11M +$31.4K +964 +3%
FFA
838
Fi3 Financial Advisors
Indiana
$1.11M
ICM
839
Islay Capital Management
Texas
$1.1M
VW
840
Vantus Wealth
Pennsylvania
$1.1M +$1.1M +33,819 New
QPWM
841
Quadrant Private Wealth Management
Pennsylvania
$1.1M -$10.3K -316 -0.9%
FLA
842
Financial Life Advisors
Texas
$1.1M -$4.59K -141 -0.4%
RWM
843
Ritholtz Wealth Management
New York
$1.1M +$404K +12,411 +58%
BWA
844
Beam Wealth Advisors
Louisiana
$1.09M +$3.32K +102 +0.3%
BPWM
845
Badgley Phelps Wealth Managers
Washington
$1.08M -$4.98K -153 -0.5%
EWA
846
Eagle Wealth Advisors
Connecticut
$1.08M +$1.07M +33,008 New
YAIA
847
Yanni & Associates Investment Advisors
Pennsylvania
$1.08M +$1.07M +32,985 New
KCM
848
Kathmere Capital Management
Pennsylvania
$1.07M +$6.15K +189 +0.6%
PIN
849
Prudent Investors Network
California
$1.06M +$227K +6,980 +27%
FPF
850
First Pacific Financial
Washington
$1.06M -$6.73K -207 -0.6%