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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
ATPW
951
Ashton Thomas Private Wealth
Arizona
$799K -$33.7K -1,036 -4%
LF
952
LifeSteps Financial
California
$794K +$195 +6 +0%
JHC
953
J. Hagan Capital
Kentucky
$787K -$2.34M -71,818 -75%
SEP
954
Signature Equity Partners
Ohio
$784K +$781K +24,019 New
BCP
955
Blackhawk Capital Partners
Wisconsin
$783K -$318K -9,791 -29%
AAS
956
Annex Advisory Services
Wisconsin
$778K +$104K +3,207 +16%
WAG
957
Windsor Advisory Group
Ohio
$771K
SWP
958
Sagespring Wealth Partners
Tennessee
$771K +$6.86K +211 +0.9%
RWM
959
RBA Wealth Management
California
$770K +$22.6K +694 +3%
FHC
960
First Heartland Consultants
Missouri
$769K +$102K +3,141 +15%
S
961
Sunpointe
Missouri
$766K -$30.3K -931 -4%
FSA
962
Financial Sense Advisors
California
$765K -$17.9K -550 -2%
FFM
963
Forum Financial Management
Illinois
$764K +$276K +8,498 +57%
LFA
964
Legend Financial Advisors
Pennsylvania
$763K -$38K -1,167 -5%
PWAM
965
Private Wealth Asset Management
Iowa
$761K -$18.6K -573 -2%
PCG
966
Prosperity Consulting Group
Maryland
$759K +$488 +15 +0.1%
RA
967
Resolute Advisors
California
$758K +$716 +22 +0.1%
EW
968
Element Wealth
Mississippi
$757K
TC
969
TownSquare Capital
Utah
$755K -$3.22K -99 -0.4%
GG
970
Greenwood Gearhart
Arkansas
$752K +$40.1K +1,234 +6%
TWP
971
Total Wealth Planning
Ohio
$748K -$8.48M -260,664 -92%
MPM
972
Meritage Portfolio Management
Kansas
$742K +$102K +3,129 +16%
NCM
973
Northwest Capital Management
Oregon
$739K -$128K -3,932 -15%
OAM
974
Oppenheimer Asset Management
New York
$738K -$6.05K -186 -0.8%
HI
975
Hoey Investments
Pennsylvania
$729K +$3.29K +101 +0.5%