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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
VWM
926
Vermillion Wealth Management
Minnesota
$859K +$69.8K +2,146 +9%
DBIA
927
Dumont & Blake Investment Advisors
New Jersey
$855K -$19.2K -590 -2%
Members Trust
928
Members Trust
Florida
$854K -$5.01K -154 -0.6%
GEM
929
Global Endowment Management
North Carolina
$851K -$36.4K -1,118 -4%
CB
930
Commerce Bank
Missouri
$849K +$27.9K +859 +3%
NB
931
NBT Bank
New York
$847K +$33 +1 +2%
LJAC
932
L.J. Altfest & Co
New York
$841K +$325 +10 +0%
SWA
933
Sax Wealth Advisors
New Jersey
$840K -$27.7K -852 -3%
WKSWA
934
White Knight Strategic Wealth Advisors
New Jersey
$838K
PA
935
Pinnacle Associates
New York
$835K -$16.8K -517 -2%
RIS
936
Richmond Investment Services
Wisconsin
$833K +$233K +7,159 +39%
LSIA
937
LaSalle St. Investment Advisors
Illinois
$833K -$19.4K -596 -2%
VWA
938
VSM Wealth Advisory
Maryland
$830K +$56.7K +1,743 +7%
RZH
939
Relyea Zuckerberg Hanson
Connecticut
$828K -$251K -7,722 -23%
RA
940
Ruggaard & Associates
Ohio
$826K +$33 +1 +0%
CGA
941
Crescent Grove Advisors
Illinois
$825K +$9.3K +286 +1%
CSIC
942
Clifford Swan Investment Counsel
California
$824K
MAS
943
Meeder Advisory Services
Ohio
$823K +$149K +4,585 +22%
SC
944
Soundwatch Capital
Connecticut
$821K -$24.1K -742 -3%
CE
945
Cornerstone Enterprises
Wisconsin
$819K -$87K -2,676 -10%
NG
946
Norden Group
Utah
$818K +$618 +19 +0.1%
CCA
947
Clearwater Capital Advisors
Illinois
$817K -$364K -11,196 -31%
BA
948
Blueline Advisors
New Hampshire
$809K +$807K +24,813 New
TWP
949
Triad Wealth Partners
Kansas
$806K +$579K +17,800 +257%
CAM
950
Costello Asset Management
Pennsylvania
$803K -$34.1K -1,049 -4%