We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

1,629 hedge funds and large institutions have $28.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.81%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
901
Fortis Advisors
Pennsylvania
$901K +$63.7K +1,960 +8%
EL
902
Essex LLC
Illinois
$900K -$29K -893 -3%
VFG
903
Victory Financial Group
Texas
$899K +$274K +8,431 +44%
MWM
904
Moran Wealth Management
Florida
$898K -$35.3K -1,086 -4%
SWM
905
Stark Wealth Management
Pennsylvania
$895K +$39.8K +1,223 +5%
GKWIM
906
Gerber Kawasaki Wealth & Investment Management
California
$894K +$34.7K +1,066 +4%
HCWM
907
Hidden Cove Wealth Management
Washington
$892K +$52.1K +1,601 +6%
HWA
908
Hilltop Wealth Advisors
North Carolina
$892K -$17.4K -535 -2%
HP
909
Holistic Planning
Texas
$890K +$488K +15,000 +122%
FEM
910
Fulcrum Equity Management
Texas
$889K -$191K -5,862 -18%
CRA
911
Clear Retirement Advice
California
$888K +$930K +28,580 New
SWP
912
Strategic Wealth Partners
Ohio
$887K -$1.19M -36,596 -57%
SWM
913
SpringVest Wealth Management
Texas
$885K
HBS
914
Howard Bailey Securities
Indiana
$883K -$10.5M -324,037 -92%
SF
915
Symphony Financial
Texas
$878K +$190K +5,831 +28%
WP
916
WealthPLAN Partners
Nebraska
$878K +$36.5K +1,121 +4%
PFA
917
Pure Financial Advisors
California
$877K +$23.1K +709 +3%
JWM
918
Johnson Wealth Management
North Dakota
$874K +$871K +26,788 New
AG
919
AmeriFlex Group
Nevada
$873K -$308K -9,485 -26%
OCA
920
OpenArc Corporate Advisory
Georgia
$873K +$870K +26,762 New
ABC
921
Associated Banc-Corp
Wisconsin
$872K +$21.3K +654 +3%
CIR
922
Clear Investment Research
Georgia
$871K -$2.73K -84 -0.3%
AOWM
923
Alpha Omega Wealth Management
Virginia
$868K
IWN
924
Independent Wealth Network
Iowa
$864K +$16.8K +517 +2%
SFS
925
Summit Financial Strategies
Ohio
$862K -$14K -431 -2%