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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 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 → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
MSFS
76
Main Street Financial Solutions
Pennsylvania
$54.2M
CWA
77
Cornerstone Wealth Advisors
Minnesota
$53.1M
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$52.5M
BFS
79
Burkett Financial Services
South Carolina
$52.2M
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M
FPAS
81
Focus Partners Advisor Solutions
Missouri
$50.8M
TWM
82
Tradition Wealth Management
Minnesota
$50.8M
PCIA
83
Prime Capital Investment Advisors
Kansas
$50.2M
SWRP
84
Summit Wealth & Retirement Planning
California
$49.9M
XF
85
XML Financial
Maryland
$49M
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$47.9M
GIA
87
GHP Investment Advisors
Colorado
$47.5M
TWM
88
Triton Wealth Management
Arizona
$46.8M
RFA
89
Rollins Financial Advisors
New York
$46.2M
SAM
90
Summit Asset Management
Tennessee
$45.6M
AFP
91
Ausdal Financial Partners
Iowa
$45.2M
GB
92
Goepper Burkhardt
South Carolina
$44.8M
PS
93
Principal Securities
Iowa
$44.3M
VWA
94
Visionary Wealth Advisors
Illinois
$43.4M
VC
95
Veery Capital
Delaware
$43M
PWM
96
Provident Wealth Management
Tennessee
$41.8M
VA
97
Vestwell Advisors
New York
$40.7M
FSWA
98
Financial Synergies Wealth Advisors
Texas
$39.6M
DB
99
Dravo Bay
Delaware
$39.6M
IWC
100
Integrated Wealth Concepts
Massachusetts
$39.5M