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Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
KA
1051
Klingman & Associates
New York
$539K
AWM
1052
Accurate Wealth Management
Florida
$538K
TP
1053
Tranquility Partners
Tennessee
$536K
EFG
1054
Ehrlich Financial Group
California
$533K
RFP
1055
RCS Financial Planning
Maryland
$528K
OWP
1056
Obermeyer Wealth Partners
Colorado
$528K
GWS
1057
Glassman Wealth Services
Virginia
$528K
JIP
1058
Jaffetilchin Investment Partners
Florida
$527K
WIM
1059
WealthPlan Investment Management
Nebraska
$525K
GCM
1060
G2 Capital Management
Ohio
$525K
LF
1061
Lantz Financial
Illinois
$524K
CL
1062
CVFG LLC
Indiana
$523K
CG
1063
Caprock Group
Idaho
$523K
GAM
1064
Gotham Asset Management
New York
$522K
GFWA
1065
Grey Fox Wealth Advisors
Delaware
$517K
IF
1066
Ironwood Financial
Arizona
$517K
SHJ
1067
Sharkey, Howes & Javer
Colorado
$515K
HFS
1068
Hantz Financial Services
Michigan
$511K
BWP
1069
Barlow Wealth Partners
Kentucky
$511K
AF
1070
Affiance Financial
Minnesota
$509K
WW
1071
Waterfront Wealth
Kansas
$506K
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$503K
WFA
1073
WMG Financial Advisors
Tennessee
$502K
AO
1074
Advisor OS
Illinois
$502K
DLCIG
1075
D.L. Carlson Investment Group
New Hampshire
$501K