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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
WP
901
WealthPLAN Partners
Nebraska
$878K
PFA
902
Pure Financial Advisors
California
$877K
JWM
903
Johnson Wealth Management
North Dakota
$874K
AG
904
AmeriFlex Group
Nevada
$873K
OCA
905
OpenArc Corporate Advisory
Georgia
$873K
ABC
906
Associated Banc-Corp
Wisconsin
$872K
CIR
907
Clear Investment Research
Georgia
$871K
AOWM
908
Alpha Omega Wealth Management
Virginia
$868K
IWN
909
Independent Wealth Network
Iowa
$864K
SFS
910
Summit Financial Strategies
Ohio
$862K
VWM
911
Vermillion Wealth Management
Minnesota
$859K
DBIA
912
Dumont & Blake Investment Advisors
New Jersey
$855K
Members Trust
913
Members Trust
Florida
$854K
GEM
914
Global Endowment Management
North Carolina
$851K
CB
915
Commerce Bank
Missouri
$849K
NB
916
NBT Bank
New York
$847K
LJAC
917
L.J. Altfest & Co
New York
$841K
SWA
918
Sax Wealth Advisors
New Jersey
$840K
WKSWA
919
White Knight Strategic Wealth Advisors
New Jersey
$838K
PA
920
Pinnacle Associates
New York
$835K
RIS
921
Richmond Investment Services
Wisconsin
$833K
LSIA
922
LaSalle St. Investment Advisors
Illinois
$833K
VWA
923
VSM Wealth Advisory
Maryland
$830K
RZH
924
Relyea Zuckerberg Hanson
Connecticut
$828K
RA
925
Ruggaard & Associates
Ohio
$826K