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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
PTC
1026
Private Trust Company
Ohio
$604K
DOA
1027
D'Orazio & Associates
Virginia
$601K
WAP
1028
Wealth Analytics Partners
California
$600K
CGFA
1029
Colton Groome Financial Advisors
North Carolina
$597K
FCM
1030
Fortis Capital Management
Washington
$594K
AW
1031
Ankerstar Wealth
Texas
$593K
WAT
1032
Wealth Advisory Team
Kentucky
$592K
VCWA
1033
Vanguard Capital Wealth Advisors
Colorado
$590K
VHAM
1034
Van Hulzen Asset Management
California
$582K
AIM
1035
Aspen Investment Management
Michigan
$582K
MFWP
1036
Mosaic Family Wealth Partners
Missouri
$581K
IA
1037
Invested Advisors
Pennsylvania
$580K
CCA
1038
Cadent Capital Advisors
Oklahoma
$574K
AC
1039
Annandale Capital
Texas
$571K
FCH
1040
Freestone Capital Holdings
Washington
$568K
CAP
1041
Columbia Advisory Partners
Washington
$565K
NSAM
1042
North Star Asset Management
Wisconsin
$565K
MI
1043
Moneywise Inc
Virginia
$560K
First Trust Advisors
1044
First Trust Advisors
Illinois
$560K
ZF
1045
Zhang Financial
Michigan
$559K
BAWC
1046
Boyce & Associates Wealth Consulting
Texas
$557K
MA
1047
MONECO Advisors
Connecticut
$556K
GAA
1048
Global Assets Advisory
Florida
$555K
PFA
1049
Pathway Financial Advisors
Vermont
$555K
SFG
1050
Synergy Financial Group
California
$554K