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Schwab US Large-Cap Growth ETF

1,607 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 655 increasing their positions, 552 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
BDFN
1001
Bond & Devick Financial Network
Minnesota
$643K
SOWAS
1002
Silver Oak Wealth Advisors Services
California
$642K
FHA
1003
Flagship Harbor Advisors
Massachusetts
$641K
CPSAC
1004
Chas P. Smith & Associates (CPS)
Florida
$640K
LWM
1005
Lakeridge Wealth Management
Ohio
$636K
SA
1006
Sovran Advisors
California
$636K
ECM
1007
Evergreen Capital Management
Washington
$635K
KCA
1008
Kastel Capital Advisors
Massachusetts
$635K
LFS
1009
Lutz Financial Services
Nebraska
$631K
IA
1010
Insight Advisors
Pennsylvania
$627K
SA
1011
Seneschal Advisors
Washington
$624K
SW
1012
SMART Wealth
Nebraska
$621K
RFP
1013
Root Financial Partners
California
$621K
BTI
1014
Blue Trust Inc
Georgia
$621K
PL
1015
Plancorp LLC
Missouri
$617K
ACI
1016
Alpha Cubed Investments
California
$615K
CFG
1017
Chapman Financial Group
Hawaii
$615K
BBW
1018
Blue Barn Wealth
Utah
$612K
VAS
1019
Valicenti Advisory Services
New York
$612K
PGAM
1020
Princeton Global Asset Management
New Jersey
$610K
FWM
1021
Focused Wealth Management
New York
$610K
AFA
1022
American Financial Advisors
Georgia
$607K
HWM
1023
Hohimer Wealth Management
Washington
$605K
IF
1024
Integrity Financial
Wyoming
$605K
PTC
1025
Private Trust Company
Ohio
$604K