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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
RMA
851
Roffman Miller Associates
Pennsylvania
$965K
SFG
852
Sovereign Financial Group
Connecticut
$965K
Fisher Asset Management
853
Fisher Asset Management
Washington
$963K
VFPW
854
Vantage Financial Partners (Wisconsin)
Wisconsin
$960K
TA
855
TFB Advisors
Kansas
$957K
GI
856
GS Investments
Minnesota
$953K
CWM
857
Castle Wealth Management
Florida
$948K
Group One Trading
858
Group One Trading
Illinois
$948K
IAIM
859
International Assets Investment Management
Florida
$942K
SIA
860
Soltis Investment Advisors
Utah
$942K
SPL
861
Smart Portfolios LLC
Washington
$942K
PWM
862
Platt Wealth Management
California
$941K
MW
863
Maia Wealth
Colorado
$938K
SPG
864
Strategic Planning Group
Utah
$935K
CA
865
Continuum Advisory
Idaho
$930K
GWMR
866
GC Wealth Management RIA
Massachusetts
$928K
AT
867
Adelphi Trust
Florida
$928K
JWS
868
Juncture Wealth Strategies
Arizona
$926K
WPW
869
Watershed Private Wealth
Illinois
$923K
OFS
870
OMC Financial Services
New York
$922K
TWA
871
TCI Wealth Advisors
Arizona
$922K
EAM
872
Evanson Asset Management
California
$920K
RFA
873
Resurgent Financial Advisors
Georgia
$919K
FIM
874
Freedom Investment Management
Connecticut
$918K
NWMG
875
National Wealth Management Group
Ohio
$918K