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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
BA
926
Blueline Advisors
New Hampshire
$809K
TWP
927
Triad Wealth Partners
Kansas
$806K
CAM
928
Costello Asset Management
Pennsylvania
$803K
ATPW
929
Ashton Thomas Private Wealth
Arizona
$799K
LF
930
LifeSteps Financial
California
$794K
JHC
931
J. Hagan Capital
Kentucky
$787K
SEP
932
Signature Equity Partners
Ohio
$784K
BCP
933
Blackhawk Capital Partners
Wisconsin
$783K
AAS
934
Annex Advisory Services
Wisconsin
$778K
WAG
935
Windsor Advisory Group
Ohio
$771K
SWP
936
Sagespring Wealth Partners
Tennessee
$771K
RWM
937
RBA Wealth Management
California
$770K
FHC
938
First Heartland Consultants
Missouri
$769K
S
939
Sunpointe
Missouri
$766K
FSA
940
Financial Sense Advisors
California
$765K
FFM
941
Forum Financial Management
Illinois
$764K
LFA
942
Legend Financial Advisors
Pennsylvania
$763K
PWAM
943
Private Wealth Asset Management
Iowa
$761K
PCG
944
Prosperity Consulting Group
Maryland
$759K
RA
945
Resolute Advisors
California
$758K
EW
946
Element Wealth
Mississippi
$757K
TC
947
TownSquare Capital
Utah
$755K
GG
948
Greenwood Gearhart
Arkansas
$752K
TWP
949
Total Wealth Planning
Ohio
$748K
MPM
950
Meritage Portfolio Management
Kansas
$742K