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Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
CCA
1026
Cadent Capital Advisors
Oklahoma
$574K
AC
1027
Annandale Capital
Texas
$571K
FCH
1028
Freestone Capital Holdings
Washington
$568K
CAP
1029
Columbia Advisory Partners
Washington
$565K
NSAM
1030
North Star Asset Management
Wisconsin
$565K
MI
1031
Moneywise Inc
Virginia
$560K
First Trust Advisors
1032
First Trust Advisors
Illinois
$560K
ZF
1033
Zhang Financial
Michigan
$559K
BAWC
1034
Boyce & Associates Wealth Consulting
Texas
$557K
MA
1035
MONECO Advisors
Connecticut
$556K
GAA
1036
Global Assets Advisory
Florida
$555K
PFA
1037
Pathway Financial Advisors
Vermont
$555K
SFG
1038
Synergy Financial Group
California
$554K
PAYA
1039
Phil A. Younker & Associates
Alaska
$554K
EWM
1040
Elevation Wealth Management
Minnesota
$553K
CWM
1041
Cabot Wealth Management
Massachusetts
$553K
TSWM
1042
Triangle Securities Wealth Management
North Carolina
$550K
EAM
1043
Everstar Asset Management
North Carolina
$550K
IWA
1044
IVC Wealth Advisors
Pennsylvania
$546K
ZRP
1045
Zynergy Retirement Planning
New Jersey
$546K
GWA
1046
Geometric Wealth Advisors
District of Columbia
$544K
AWA
1047
Argos Wealth Advisors
California
$541K
KA
1048
Klingman & Associates
New York
$539K
AWM
1049
Accurate Wealth Management
Florida
$538K
TP
1050
Tranquility Partners
Tennessee
$536K