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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
SFG
1001
SageGuard Financial Group
Tennessee
$681K +$679K +20,863 New
HAG
1002
HighPoint Advisor Group
Illinois
$680K +$677K +20,831 New
RMF
1003
Red Mountain Financial
Colorado
$676K +$66.3K +2,040 +11%
IA
1004
Inspire Advisors
Idaho
$674K +$324K +9,967 +93%
SAM
1005
SVRN Asset Management
Texas
$669K +$667K +20,515 New
AFA
1006
Amicus Financial Advisors
Texas
$669K +$667K +20,500 New
LRPA
1007
L. Roy Papp & Associates
Arizona
$666K -$22.5K -692 -3%
TCM
1008
Traynor Capital Management
Pennsylvania
$665K +$1.07K +33 +0.2%
SW
1009
SVB Wealth
Massachusetts
$663K +$98 +3 +0%
CIP
1010
Capital Insight Partners
Arizona
$661K -$40.1K -1,234 -6%
IMC Chicago
1011
IMC Chicago
Illinois
$657K -$160K -4,907 -20%
WTC
1012
WhitTier Trust Company
Nevada
$654K +$575K +17,672 +792%
CFG
1013
Citizens Financial Group
Rhode Island
$652K -$19.7K -605 -3%
PMFA
1014
Plante Moran Financial Advisors
Michigan
$648K +$36.8K +1,133 +6%
LWM
1015
Liberty Wealth Management
California
$646K +$645K +19,821 New
BDFN
1016
Bond & Devick Financial Network
Minnesota
$643K
SOWAS
1017
Silver Oak Wealth Advisors Services
California
$642K
FHA
1018
Flagship Harbor Advisors
Massachusetts
$641K +$7.71K +237 +1%
CPSAC
1019
Chas P. Smith & Associates (CPS)
Florida
$640K +$638K +19,624 New
LWM
1020
Lakeridge Wealth Management
Ohio
$636K +$37.3K +1,148 +6%
SA
1021
Sovran Advisors
California
$636K +$89.3K +2,747 +16%
ECM
1022
Evergreen Capital Management
Washington
$635K -$65K -2,000 -9%
KCA
1023
Kastel Capital Advisors
Massachusetts
$635K +$633K +19,454 New
LFS
1024
Lutz Financial Services
Nebraska
$631K -$34.2K -1,053 -5%
IA
1025
Insight Advisors
Pennsylvania
$627K -$64.1K -1,970 -9%