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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
SW
1001
SMART Wealth
Nebraska
$621K
RFP
1002
Root Financial Partners
California
$621K
BTI
1003
Blue Trust Inc
Georgia
$621K
PL
1004
Plancorp LLC
Missouri
$617K
ACI
1005
Alpha Cubed Investments
California
$615K
CFG
1006
Chapman Financial Group
Hawaii
$615K
BBW
1007
Blue Barn Wealth
Utah
$612K
VAS
1008
Valicenti Advisory Services
New York
$612K
PGAM
1009
Princeton Global Asset Management
New Jersey
$610K
FWM
1010
Focused Wealth Management
New York
$610K
AFA
1011
American Financial Advisors
Georgia
$607K
HWM
1012
Hohimer Wealth Management
Washington
$605K
IF
1013
Integrity Financial
Wyoming
$605K
PTC
1014
Private Trust Company
Ohio
$604K
DOA
1015
D'Orazio & Associates
Virginia
$601K
WAP
1016
Wealth Analytics Partners
California
$600K
CGFA
1017
Colton Groome Financial Advisors
North Carolina
$597K
FCM
1018
Fortis Capital Management
Washington
$594K
AW
1019
Ankerstar Wealth
Texas
$593K
WAT
1020
Wealth Advisory Team
Kentucky
$592K
VCWA
1021
Vanguard Capital Wealth Advisors
Colorado
$590K
VHAM
1022
Van Hulzen Asset Management
California
$582K
AIM
1023
Aspen Investment Management
Michigan
$582K
MFWP
1024
Mosaic Family Wealth Partners
Missouri
$581K
IA
1025
Invested Advisors
Pennsylvania
$580K