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Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
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
MFG
76
Merit Financial Group
Georgia
$56.5M
MSFS
77
Main Street Financial Solutions
Pennsylvania
$54.2M
CWA
78
Cornerstone Wealth Advisors
Minnesota
$53.1M
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$52.5M
BFS
80
Burkett Financial Services
South Carolina
$52.2M
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M
FPAS
82
Focus Partners Advisor Solutions
Missouri
$50.8M
TWM
83
Tradition Wealth Management
Minnesota
$50.8M
PCIA
84
Prime Capital Investment Advisors
Kansas
$50.2M
SWRP
85
Summit Wealth & Retirement Planning
California
$49.9M
XF
86
XML Financial
Maryland
$49M
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$47.9M
GIA
88
GHP Investment Advisors
Colorado
$47.5M
TWM
89
Triton Wealth Management
Arizona
$46.8M
RFA
90
Rollins Financial Advisors
New York
$46.2M
SAM
91
Summit Asset Management
Tennessee
$45.6M
AFP
92
Ausdal Financial Partners
Iowa
$45.2M
GB
93
Goepper Burkhardt
South Carolina
$44.8M
PS
94
Principal Securities
Iowa
$44.3M
VWA
95
Visionary Wealth Advisors
Illinois
$43.4M
VC
96
Veery Capital
Delaware
$43M
PWM
97
Provident Wealth Management
Tennessee
$41.8M
VA
98
Vestwell Advisors
New York
$40.7M
FSWA
99
Financial Synergies Wealth Advisors
Texas
$39.6M
DB
100
Dravo Bay
Delaware
$39.6M