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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
OAJ
876
Ogorek Anthony Joseph
New York
$912K
NAMNJ
877
NorthStar Asset Management (New Jersey)
New Jersey
$911K
OWMIAS
878
One Wealth Management Investment & Advisory Services
Florida
$909K
GA
879
Goldstein Advisors
Wisconsin
$902K
FA
880
Fortis Advisors
Pennsylvania
$901K
EL
881
Essex LLC
Illinois
$900K
VFG
882
Victory Financial Group
Texas
$899K
MWM
883
Moran Wealth Management
Florida
$898K
SWM
884
Stark Wealth Management
Pennsylvania
$895K
GKWIM
885
Gerber Kawasaki Wealth & Investment Management
California
$894K
HCWM
886
Hidden Cove Wealth Management
Washington
$892K
HWA
887
Hilltop Wealth Advisors
North Carolina
$892K
HP
888
Holistic Planning
Texas
$890K
FEM
889
Fulcrum Equity Management
Texas
$889K
CRAL
890
Clear Retirement Advice LLC
California
$888K
SWM
891
SpringVest Wealth Management
Texas
$885K
HBS
892
Howard Bailey Securities
Indiana
$883K
SF
893
Symphony Financial
Texas
$878K
WP
894
WealthPLAN Partners
Nebraska
$878K
PFA
895
Pure Financial Advisors
California
$877K
JWM
896
Johnson Wealth Management
North Dakota
$874K
AG
897
AmeriFlex Group
Nevada
$873K
OCA
898
OpenArc Corporate Advisory
Georgia
$873K
ABC
899
Associated Banc-Corp
Wisconsin
$872K
CIR
900
Clear Investment Research
Georgia
$871K