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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
19.82%
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
MSFS
76
Main Street Financial Solutions
Pennsylvania
$54.2M -$7.76M -238,692 -13%
CWA
77
Cornerstone Wealth Advisors
Minnesota
$53.1M -$1.19M -36,741 -2%
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$52.5M +$176K +5,408 +0.3%
BFS
79
Burkett Financial Services
South Carolina
$52.2M -$2.02M -62,199 -4%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M -$1.04M -31,926 -2%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$50.8M +$2.53M +77,827 +5%
TWM
82
Tradition Wealth Management
Minnesota
$50.8M -$965K -29,658 -2%
PCIA
83
Prime Capital Investment Advisors
Kansas
$50.2M -$2.09M -64,362 -4%
SWRP
84
Summit Wealth & Retirement Planning
California
$49.9M -$837K -25,747 -2%
XF
85
XML Financial
Maryland
$49M -$2.83M -87,024 -5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$47.9M -$1.52M -46,690 -3%
GIA
87
GHP Investment Advisors
Colorado
$47.5M -$180K -5,527 -0.4%
TWM
88
Triton Wealth Management
Arizona
$46.8M -$3.96M -121,848 -8%
RFA
89
Rollins Financial Advisors
New York
$46.2M -$2.21M -67,799 -5%
SAM
90
Summit Asset Management
Tennessee
$45.6M +$315K +9,699 +0.7%
AFP
91
Ausdal Financial Partners
Iowa
$45.2M +$532K +16,344 +1%
GB
92
Goepper Burkhardt
South Carolina
$44.8M +$1.17M +36,040 +3%
PS
93
Principal Securities
Iowa
$44.3M +$2.57M +79,137 +6%
VWA
94
Visionary Wealth Advisors
Illinois
$43.4M +$531K +16,314 +1%
VC
95
Veery Capital
Delaware
$43M -$496K -15,243 -1%
FAN
96
Financial Advisors Network
California
$42.3M +$1.05M +32,195 +3%
PWM
97
Provident Wealth Management
Tennessee
$41.8M -$155K -4,764 -0.4%
VA
98
Vestwell Advisors
New York
$40.7M
FSWA
99
Financial Synergies Wealth Advisors
Texas
$39.6M -$156K -4,803 -0.4%
DB
100
Dravo Bay
Delaware
$39.6M +$992K +30,487 +3%