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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
SA
1026
Seneschal Advisors
Washington
$624K -$18.2K -560 -3%
SW
1027
SMART Wealth
Nebraska
$621K +$114K +3,498 +23%
RFP
1028
Root Financial Partners
California
$621K -$52.2K -1,606 -8%
BTI
1029
Blue Trust Inc
Georgia
$621K -$1.2K -37 -0.2%
PL
1030
Plancorp LLC
Missouri
$617K -$545K -16,761 -47%
ACI
1031
Alpha Cubed Investments
California
$615K +$162K +4,975 +36%
CFG
1032
Chapman Financial Group
Hawaii
$615K +$13K +400 +2%
BBW
1033
Blue Barn Wealth
Utah
$612K -$3.76M -115,508 -86%
VAS
1034
Valicenti Advisory Services
New York
$612K -$27.6K -848 -4%
PGAM
1035
Princeton Global Asset Management
New Jersey
$610K +$65 +2 +0%
FWM
1036
Focused Wealth Management
New York
$610K +$943 +29 +0.2%
AFA
1037
American Financial Advisors
Georgia
$607K +$13.4K +411 +2%
HWM
1038
Hohimer Wealth Management
Washington
$605K
IF
1039
Integrity Financial
Wyoming
$605K -$1.38M -42,488 -70%
PTC
1040
Private Trust Company
Ohio
$604K +$256K +7,875 +74%
DOA
1041
D'Orazio & Associates
Virginia
$601K +$21K +645 +4%
WAP
1042
Wealth Analytics Partners
California
$600K +$598K +18,396 New
CGFA
1043
Colton Groome Financial Advisors
North Carolina
$597K -$45K -1,385 -7%
FCM
1044
Fortis Capital Management
Washington
$594K -$119K -3,661 -17%
AW
1045
Ankerstar Wealth
Texas
$593K +$591K +18,186 New
WAT
1046
Wealth Advisory Team
Kentucky
$592K +$590K +18,134 New
VCWA
1047
Vanguard Capital Wealth Advisors
Colorado
$590K -$15.8K -486 -3%
VHAM
1048
Van Hulzen Asset Management
California
$582K +$520 +16 +0.1%
AIM
1049
Aspen Investment Management
Michigan
$582K -$12.7K -390 -2%
MFWP
1050
Mosaic Family Wealth Partners
Missouri
$581K +$293 +9 +0.1%