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Schwab US Large-Cap Growth ETF

1,606 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 187 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:

6% more funds holding in top 10

Funds holding in top 10: 218232 (+14)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.52B)

2.01% more ownership

Funds ownership: 51.14%53.15% (+2%)

Holders
1,606
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
232
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
RPGNY
851
Retirement Planning Group (New York)
New York
$1M
CCC
852
Compass Capital Corp
Massachusetts
$1M
HBW
853
Hazlett, Burt & Watson
West Virginia
$1M
NP
854
NorthRock Partners
Minnesota
$993K
PCA
855
Prosperity Capital Advisors
Ohio
$981K
EHC
856
Everett Harris & Co
California
$977K
WA
857
Wealth Architects
California
$976K
RMA
858
Roffman Miller Associates
Pennsylvania
$965K
SFG
859
Sovereign Financial Group
Connecticut
$965K
Fisher Asset Management
860
Fisher Asset Management
Washington
$963K
VFPW
861
Vantage Financial Partners (Wisconsin)
Wisconsin
$960K
TA
862
TFB Advisors
Kansas
$957K
GI
863
GS Investments
Minnesota
$953K
CWM
864
Castle Wealth Management
Florida
$948K
Group One Trading
865
Group One Trading
Illinois
$948K
IAIM
866
International Assets Investment Management
Florida
$942K
SIA
867
Soltis Investment Advisors
Utah
$942K
SPL
868
Smart Portfolios LLC
Washington
$942K
PWM
869
Platt Wealth Management
California
$941K
MW
870
Maia Wealth
Colorado
$938K
SPG
871
Strategic Planning Group
Utah
$935K
CA
872
Continuum Advisory
Idaho
$930K
GWMR
873
GC Wealth Management RIA
Massachusetts
$928K
AT
874
Adelphi Trust
Florida
$928K
JWS
875
Juncture Wealth Strategies
Arizona
$926K