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Schwab US Large-Cap Growth ETF

1,607 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 655 increasing their positions, 552 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
MTIC
851
Missouri Trust & Investment Company
Missouri
$1.01M
RPGNY
852
Retirement Planning Group (New York)
New York
$1M
CCC
853
Compass Capital Corp
Massachusetts
$1M
HBW
854
Hazlett, Burt & Watson
West Virginia
$1M
NP
855
NorthRock Partners
Minnesota
$993K
PCA
856
Prosperity Capital Advisors
Ohio
$981K
EHC
857
Everett Harris & Co
California
$977K
WA
858
Wealth Architects
California
$976K
RMA
859
Roffman Miller Associates
Pennsylvania
$965K
SFG
860
Sovereign Financial Group
Connecticut
$965K
Fisher Asset Management
861
Fisher Asset Management
Washington
$963K
VFPW
862
Vantage Financial Partners (Wisconsin)
Wisconsin
$960K
TA
863
TFB Advisors
Kansas
$957K
GI
864
GS Investments
Minnesota
$953K
CWM
865
Castle Wealth Management
Florida
$948K
Group One Trading
866
Group One Trading
Illinois
$948K
IAIM
867
International Assets Investment Management
Florida
$942K
SIA
868
Soltis Investment Advisors
Utah
$942K
SPL
869
Smart Portfolios LLC
Washington
$942K
PWM
870
Platt Wealth Management
California
$941K
MW
871
Maia Wealth
Colorado
$938K
SPG
872
Strategic Planning Group
Utah
$935K
CA
873
Continuum Advisory
Idaho
$930K
GWMR
874
GC Wealth Management RIA
Massachusetts
$928K
AT
875
Adelphi Trust
Florida
$928K