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Schwab US Large-Cap Growth ETF

1,597 hedge funds and large institutions have $28B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 183 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 → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
LFS
1001
Lutz Financial Services
Nebraska
$631K
IA
1002
Insight Advisors
Pennsylvania
$627K
SA
1003
Seneschal Advisors
Washington
$624K
SW
1004
SMART Wealth
Nebraska
$621K
RFP
1005
Root Financial Partners
California
$621K
BTI
1006
Blue Trust Inc
Georgia
$621K
PL
1007
Plancorp LLC
Missouri
$617K
ACI
1008
Alpha Cubed Investments
California
$615K
CFG
1009
Chapman Financial Group
Hawaii
$615K
BBW
1010
Blue Barn Wealth
Utah
$612K
VAS
1011
Valicenti Advisory Services
New York
$612K
PGAM
1012
Princeton Global Asset Management
New Jersey
$610K
FWM
1013
Focused Wealth Management
New York
$610K
AFA
1014
American Financial Advisors
Georgia
$607K
HWM
1015
Hohimer Wealth Management
Washington
$605K
IF
1016
Integrity Financial
Wyoming
$605K
PTC
1017
Private Trust Company
Ohio
$604K
DOA
1018
D'Orazio & Associates
Virginia
$601K
WAP
1019
Wealth Analytics Partners
California
$600K
CGFA
1020
Colton Groome Financial Advisors
North Carolina
$597K
FCM
1021
Fortis Capital Management
Washington
$594K
AW
1022
Ankerstar Wealth
Texas
$593K
WAT
1023
Wealth Advisory Team
Kentucky
$592K
VCWA
1024
Vanguard Capital Wealth Advisors
Colorado
$590K
VHAM
1025
Van Hulzen Asset Management
California
$582K