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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
SCM
976
SOL Capital Management
Maryland
$723K
MWM
977
MBE Wealth Management
Wisconsin
$723K +$98 +3 +0%
SFC
978
SYM Financial Corp
Indiana
$722K -$14.1K -432 -2%
SC
979
Scotia Capital
Ontario, Canada
$720K +$78.7K +2,420 +12%
UBS AM
980
UBS AM
Illinois
$719K +$717K +22,039 New
HH
981
Hilltop Holdings
Texas
$717K -$18.6K -571 -3%
FWTB
982
First Western Trust Bank
Colorado
$715K
Vanguard Group
983
Vanguard Group
Pennsylvania
$714K +$309K +9,501 +77%
OC
984
Optima Capital
Oregon
$711K -$4.87M -149,744 -87%
WIP
985
WealthCare Investment Partners
Rhode Island
$709K +$8.85K +272 +1%
BF
986
Baring Financial
Washington
$709K -$4.22M -129,883 -86%
MSS
987
Mitchell Sinkler & Starr
Pennsylvania
$709K
CWP
988
Core Wealth Partners
California
$707K +$140K +4,313 +25%
AFA
989
Alpha Financial Advisors
North Carolina
$702K
TPWM
990
Twelve Points Wealth Management
Massachusetts
$699K -$163 -5 -0%
PIMG
991
Patriot Investment Management Group
Tennessee
$698K -$15.4K -474 -2%
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$695K
PIA
993
Pinion Investment Advisors
Kansas
$694K -$640K -19,681 -48%
SA
994
SRH Advisors
Kansas
$690K
NIWA
995
New Insight Wealth Advisors
California
$689K +$48.4K +1,488 +8%
FRA
996
Front Row Advisors
California
$684K +$65 +2 +0%
FPN
997
Financial Planning Navigators
Minnesota
$684K +$682K +20,980 New
CCM
998
CFO Capital Management
Connecticut
$683K +$681K +20,933 New
OL
999
Owen LaRue
Kentucky
$682K +$228 +7 +0%
OC
1000
Oarsman Capital
Wisconsin
$681K -$3.61K -111 -0.5%