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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
RA
926
Ruggaard & Associates
Ohio
$826K
CGA
927
Crescent Grove Advisors
Illinois
$825K
CSIC
928
Clifford Swan Investment Counsel
California
$824K
MAS
929
Meeder Advisory Services
Ohio
$823K
SC
930
Soundwatch Capital
Connecticut
$821K
CE
931
Cornerstone Enterprises
Wisconsin
$819K
NG
932
Norden Group
Utah
$818K
CCA
933
Clearwater Capital Advisors
Illinois
$817K
BA
934
Blueline Advisors
New Hampshire
$809K
TWP
935
Triad Wealth Partners
Kansas
$806K
CAM
936
Costello Asset Management
Pennsylvania
$803K
ATPW
937
Ashton Thomas Private Wealth
Arizona
$799K
LF
938
LifeSteps Financial
California
$794K
JHC
939
J. Hagan Capital
Kentucky
$787K
SEP
940
Signature Equity Partners
Ohio
$784K
BCP
941
Blackhawk Capital Partners
Wisconsin
$783K
AAS
942
Annex Advisory Services
Wisconsin
$778K
WAG
943
Windsor Advisory Group
Ohio
$771K
SWP
944
Sagespring Wealth Partners
Tennessee
$771K
RWM
945
RBA Wealth Management
California
$770K
FHC
946
First Heartland Consultants
Missouri
$769K
S
947
Sunpointe
Missouri
$766K
FSA
948
Financial Sense Advisors
California
$765K
FFM
949
Forum Financial Management
Illinois
$764K
LFA
950
Legend Financial Advisors
Pennsylvania
$763K