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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
WP
851
Wealthspan Partners
Iowa
$1.05M -$101K -3,096 -9%
EFP
852
Elser Financial Planning
Indiana
$1.05M +$1.53K +47 +0.1%
BIP
853
Blueprint Investment Partners
North Carolina
$1.05M +$23.2K +712 +2%
PCI
854
Planning Center Inc
Illinois
$1.05M -$8.98K -276 -0.9%
ATI
855
ARK & TLK Investments
Oklahoma
$1.05M -$21.1K -650 -2%
SF
856
Sun Financial
Utah
$1.04M +$1.03M +31,818 New
LWA
857
Lantern Wealth Advisors
New York
$1.03M +$24.2K +745 +2%
BFA
858
Blueprint Financial Advisors
North Carolina
$1.03M +$23.2K +712 +2%
FFA
859
Florida Financial Advisors
Florida
$1.03M +$580K +17,837 +116%
SI
860
Stephens Inc
Arkansas
$1.02M +$14.1K +435 +1%
TCWM
861
Total Clarity Wealth Management
Illinois
$1.02M +$129K +3,961 +14%
FAG
862
Fortitude Advisory Group
Washington
$1.01M +$4.46K +137 +0.4%
DWT
863
Dorsey & Whitney Trust
South Dakota
$1.01M
MTIC
864
Missouri Trust & Investment Company
Missouri
$1.01M +$10.2K +315 +1%
RPGNY
865
Retirement Planning Group (New York)
New York
$1M +$97.9K +3,009 +11%
CCC
866
Compass Capital Corp
Massachusetts
$1M +$196K +6,036 +23%
HBW
867
Hazlett, Burt & Watson
West Virginia
$1M +$205K +6,303 +26%
NP
868
NorthRock Partners
Minnesota
$993K -$109K -3,352 -10%
PCA
869
Prosperity Capital Advisors
Ohio
$981K +$598K +18,378 +157%
EHC
870
Everett Harris & Co
California
$977K
WA
871
Wealth Architects
California
$976K
RMA
872
Roffman Miller Associates
Pennsylvania
$965K -$122K -3,765 -11%
SFG
873
Sovereign Financial Group
Connecticut
$965K +$43.9K +1,350 +5%
Fisher Asset Management
874
Fisher Asset Management
Washington
$963K +$108K +3,333 +13%
VFPW
875
Vantage Financial Partners (Wisconsin)
Wisconsin
$960K -$13.6K -417 -1%