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Schwab US Large-Cap Growth ETF

1,607 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, 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
DOA
1026
D'Orazio & Associates
Virginia
$601K
WAP
1027
Wealth Analytics Partners
California
$600K
CGFA
1028
Colton Groome Financial Advisors
North Carolina
$597K
FCM
1029
Fortis Capital Management
Washington
$594K
AW
1030
Ankerstar Wealth
Texas
$593K
WAT
1031
Wealth Advisory Team
Kentucky
$592K
VCWA
1032
Vanguard Capital Wealth Advisors
Colorado
$590K
VHAM
1033
Van Hulzen Asset Management
California
$582K
AIM
1034
Aspen Investment Management
Michigan
$582K
MFWP
1035
Mosaic Family Wealth Partners
Missouri
$581K
IA
1036
Invested Advisors
Pennsylvania
$580K
CCA
1037
Cadent Capital Advisors
Oklahoma
$574K
AC
1038
Annandale Capital
Texas
$571K
FCH
1039
Freestone Capital Holdings
Washington
$568K
CAP
1040
Columbia Advisory Partners
Washington
$565K
NSAM
1041
North Star Asset Management
Wisconsin
$565K
MI
1042
Moneywise Inc
Virginia
$560K
First Trust Advisors
1043
First Trust Advisors
Illinois
$560K
ZF
1044
Zhang Financial
Michigan
$559K
BAWC
1045
Boyce & Associates Wealth Consulting
Texas
$557K
MA
1046
MONECO Advisors
Connecticut
$556K
GAA
1047
Global Assets Advisory
Florida
$555K
PFA
1048
Pathway Financial Advisors
Vermont
$555K
SFG
1049
Synergy Financial Group
California
$554K
PAYA
1050
Phil A. Younker & Associates
Alaska
$554K