SCHG icon

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
AIM
1026
Aspen Investment Management
Michigan
$582K
MFWP
1027
Mosaic Family Wealth Partners
Missouri
$581K
IA
1028
Invested Advisors
Pennsylvania
$580K
CCA
1029
Cadent Capital Advisors
Oklahoma
$574K
AC
1030
Annandale Capital
Texas
$571K
FCH
1031
Freestone Capital Holdings
Washington
$568K
CAP
1032
Columbia Advisory Partners
Washington
$565K
NSAM
1033
North Star Asset Management
Wisconsin
$565K
MI
1034
Moneywise Inc
Virginia
$560K
First Trust Advisors
1035
First Trust Advisors
Illinois
$560K
ZF
1036
Zhang Financial
Michigan
$559K
BAWC
1037
Boyce & Associates Wealth Consulting
Texas
$557K
MA
1038
MONECO Advisors
Connecticut
$556K
GAA
1039
Global Assets Advisory
Florida
$555K
PFA
1040
Pathway Financial Advisors
Vermont
$555K
SFG
1041
Synergy Financial Group
California
$554K
PAYA
1042
Phil A. Younker & Associates
Alaska
$554K
EWM
1043
Elevation Wealth Management
Minnesota
$553K
CWM
1044
Cabot Wealth Management
Massachusetts
$553K
TSWM
1045
Triangle Securities Wealth Management
North Carolina
$550K
EAM
1046
Everstar Asset Management
North Carolina
$550K
IWA
1047
IVC Wealth Advisors
Pennsylvania
$546K
ZRP
1048
Zynergy Retirement Planning
New Jersey
$546K
GWA
1049
Geometric Wealth Advisors
District of Columbia
$544K
AWA
1050
Argos Wealth Advisors
California
$541K