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Schwab US Large-Cap Growth ETF

1,604 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 185 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
CPSAC
1001
Chas P. Smith & Associates (CPS)
Florida
$640K
LWM
1002
Lakeridge Wealth Management
Ohio
$636K
SA
1003
Sovran Advisors
California
$636K
ECM
1004
Evergreen Capital Management
Washington
$635K
KCA
1005
Kastel Capital Advisors
Massachusetts
$635K
LFS
1006
Lutz Financial Services
Nebraska
$631K
IA
1007
Insight Advisors
Pennsylvania
$627K
SA
1008
Seneschal Advisors
Washington
$624K
SW
1009
SMART Wealth
Nebraska
$621K
RFP
1010
Root Financial Partners
California
$621K
BTI
1011
Blue Trust Inc
Georgia
$621K
PL
1012
Plancorp LLC
Missouri
$617K
ACI
1013
Alpha Cubed Investments
California
$615K
CFG
1014
Chapman Financial Group
Hawaii
$615K
BBW
1015
Blue Barn Wealth
Utah
$612K
VAS
1016
Valicenti Advisory Services
New York
$612K
PGAM
1017
Princeton Global Asset Management
New Jersey
$610K
FWM
1018
Focused Wealth Management
New York
$610K
AFA
1019
American Financial Advisors
Georgia
$607K
HWM
1020
Hohimer Wealth Management
Washington
$605K
IF
1021
Integrity Financial
Wyoming
$605K
PTC
1022
Private Trust Company
Ohio
$604K
DOA
1023
D'Orazio & Associates
Virginia
$601K
WAP
1024
Wealth Analytics Partners
California
$600K
CGFA
1025
Colton Groome Financial Advisors
North Carolina
$597K