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Schwab US Large-Cap Growth ETF

1,604 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 185 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
FCM
1026
Fortis Capital Management
Washington
$594K
AW
1027
Ankerstar Wealth
Texas
$593K
WAT
1028
Wealth Advisory Team
Kentucky
$592K
VCWA
1029
Vanguard Capital Wealth Advisors
Colorado
$590K
VHAM
1030
Van Hulzen Asset Management
California
$582K
AIM
1031
Aspen Investment Management
Michigan
$582K
MFWP
1032
Mosaic Family Wealth Partners
Missouri
$581K
IA
1033
Invested Advisors
Pennsylvania
$580K
CCA
1034
Cadent Capital Advisors
Oklahoma
$574K
AC
1035
Annandale Capital
Texas
$571K
FCH
1036
Freestone Capital Holdings
Washington
$568K
CAP
1037
Columbia Advisory Partners
Washington
$565K
NSAM
1038
North Star Asset Management
Wisconsin
$565K
MI
1039
Moneywise Inc
Virginia
$560K
First Trust Advisors
1040
First Trust Advisors
Illinois
$560K
ZF
1041
Zhang Financial
Michigan
$559K
BAWC
1042
Boyce & Associates Wealth Consulting
Texas
$557K
MA
1043
MONECO Advisors
Connecticut
$556K
GAA
1044
Global Assets Advisory
Florida
$555K
PFA
1045
Pathway Financial Advisors
Vermont
$555K
SFG
1046
Synergy Financial Group
California
$554K
PAYA
1047
Phil A. Younker & Associates
Alaska
$554K
EWM
1048
Elevation Wealth Management
Minnesota
$553K
CWM
1049
Cabot Wealth Management
Massachusetts
$553K
TSWM
1050
Triangle Securities Wealth Management
North Carolina
$550K