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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
PAYA
1051
Phil A. Younker & Associates
Alaska
$554K
EWM
1052
Elevation Wealth Management
Minnesota
$553K
CWM
1053
Cabot Wealth Management
Massachusetts
$553K
TSWM
1054
Triangle Securities Wealth Management
North Carolina
$550K
EAM
1055
Everstar Asset Management
North Carolina
$550K
IWA
1056
IVC Wealth Advisors
Pennsylvania
$546K
ZRP
1057
Zynergy Retirement Planning
New Jersey
$546K
GWA
1058
Geometric Wealth Advisors
District of Columbia
$544K
AWA
1059
Argos Wealth Advisors
California
$541K
KA
1060
Klingman & Associates
New York
$539K
AWM
1061
Accurate Wealth Management
Florida
$538K
TP
1062
Tranquility Partners
Tennessee
$536K
EFG
1063
Ehrlich Financial Group
California
$533K
RFP
1064
RCS Financial Planning
Maryland
$528K
OWP
1065
Obermeyer Wealth Partners
Colorado
$528K
GWS
1066
Glassman Wealth Services
Virginia
$528K
JIP
1067
Jaffetilchin Investment Partners
Florida
$527K
WIM
1068
WealthPlan Investment Management
Nebraska
$525K
GCM
1069
G2 Capital Management
Ohio
$525K
LF
1070
Lantz Financial
Illinois
$524K
CL
1071
CVFG LLC
Indiana
$523K
CG
1072
Caprock Group
Idaho
$523K
GAM
1073
Gotham Asset Management
New York
$522K
GFWA
1074
Grey Fox Wealth Advisors
Delaware
$517K
IF
1075
Ironwood Financial
Arizona
$517K