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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
WPW
876
Watershed Private Wealth
Illinois
$923K
OFS
877
OMC Financial Services
New York
$922K
TWA
878
TCI Wealth Advisors
Arizona
$922K
EAM
879
Evanson Asset Management
California
$920K
RFA
880
Resurgent Financial Advisors
Georgia
$919K
FIM
881
Freedom Investment Management
Connecticut
$918K
NWMG
882
National Wealth Management Group
Ohio
$918K
OAJ
883
Ogorek Anthony Joseph
New York
$912K
NAMNJ
884
NorthStar Asset Management (New Jersey)
New Jersey
$911K
OWMIAS
885
One Wealth Management Investment & Advisory Services
Florida
$909K
GA
886
Goldstein Advisors
Wisconsin
$902K
FA
887
Fortis Advisors
Pennsylvania
$901K
EL
888
Essex LLC
Illinois
$900K
VFG
889
Victory Financial Group
Texas
$899K
MWM
890
Moran Wealth Management
Florida
$898K
SWM
891
Stark Wealth Management
Pennsylvania
$895K
GKWIM
892
Gerber Kawasaki Wealth & Investment Management
California
$894K
HCWM
893
Hidden Cove Wealth Management
Washington
$892K
HWA
894
Hilltop Wealth Advisors
North Carolina
$892K
HP
895
Holistic Planning
Texas
$890K
FEM
896
Fulcrum Equity Management
Texas
$889K
CRA
897
Clear Retirement Advice
California
$888K
SWM
898
SpringVest Wealth Management
Texas
$885K
HBS
899
Howard Bailey Securities
Indiana
$883K
SF
900
Symphony Financial
Texas
$878K