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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
AOWM
901
Alpha Omega Wealth Management
Virginia
$868K
IWN
902
Independent Wealth Network
Iowa
$864K
SFS
903
Summit Financial Strategies
Ohio
$862K
VWM
904
Vermillion Wealth Management
Minnesota
$859K
DBIA
905
Dumont & Blake Investment Advisors
New Jersey
$855K
Members Trust
906
Members Trust
Florida
$854K
GEM
907
Global Endowment Management
North Carolina
$851K
CB
908
Commerce Bank
Missouri
$849K
NB
909
NBT Bank
New York
$847K
LJAC
910
L.J. Altfest & Co
New York
$841K
SWA
911
Sax Wealth Advisors
New Jersey
$840K
WKSWA
912
White Knight Strategic Wealth Advisors
New Jersey
$838K
PA
913
Pinnacle Associates
New York
$835K
RIS
914
Richmond Investment Services
Wisconsin
$833K
LSIA
915
LaSalle St. Investment Advisors
Illinois
$833K
VWA
916
VSM Wealth Advisory
Maryland
$830K
RZH
917
Relyea Zuckerberg Hanson
Connecticut
$828K
RA
918
Ruggaard & Associates
Ohio
$826K
CGA
919
Crescent Grove Advisors
Illinois
$825K
CSIC
920
Clifford Swan Investment Counsel
California
$824K
MAS
921
Meeder Advisory Services
Ohio
$823K
SC
922
Soundwatch Capital
Connecticut
$821K
CE
923
Cornerstone Enterprises
Wisconsin
$819K
NG
924
Norden Group
Utah
$818K
CCA
925
Clearwater Capital Advisors
Illinois
$817K