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Schwab US Large-Cap Growth ETF

1,607 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 188 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
SF
901
Symphony Financial
Texas
$878K
WP
902
WealthPLAN Partners
Nebraska
$878K
PFA
903
Pure Financial Advisors
California
$877K
JWM
904
Johnson Wealth Management
North Dakota
$874K
AG
905
AmeriFlex Group
Nevada
$873K
OCA
906
OpenArc Corporate Advisory
Georgia
$873K
ABC
907
Associated Banc-Corp
Wisconsin
$872K
CIR
908
Clear Investment Research
Georgia
$871K
AOWM
909
Alpha Omega Wealth Management
Virginia
$868K
IWN
910
Independent Wealth Network
Iowa
$864K
SFS
911
Summit Financial Strategies
Ohio
$862K
VWM
912
Vermillion Wealth Management
Minnesota
$859K
DBIA
913
Dumont & Blake Investment Advisors
New Jersey
$855K
Members Trust
914
Members Trust
Florida
$854K
GEM
915
Global Endowment Management
North Carolina
$851K
CB
916
Commerce Bank
Missouri
$849K
NB
917
NBT Bank
New York
$847K
LJAC
918
L.J. Altfest & Co
New York
$841K
SWA
919
Sax Wealth Advisors
New Jersey
$840K
WKSWA
920
White Knight Strategic Wealth Advisors
New Jersey
$838K
PA
921
Pinnacle Associates
New York
$835K
RIS
922
Richmond Investment Services
Wisconsin
$833K
LSIA
923
LaSalle St. Investment Advisors
Illinois
$833K
VWA
924
VSM Wealth Advisory
Maryland
$830K
RZH
925
Relyea Zuckerberg Hanson
Connecticut
$828K