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Schwab US Large-Cap Growth ETF

1,629 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 202 funds opening new positions, 660 increasing their positions, 554 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 52

97% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.44M

19% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 554

10% more funds holding in top 10

Funds holding in top 10: 219240 (+21)

8% more funds holding

Funds holding: 1,5061,629 (+123)

6% more capital invested

Capital invested by funds: $26.6B → $28.2B (+$1.65B)

2.27% more ownership

Funds ownership: 51.19%53.46% (+2.3%)

Holders
1,629
Holders Change
+123
Holders Change %
+8.17%
% of All Funds
19.81%
Holding in Top 10
240
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.59%
% of All Funds
2.92%
New
202
Increased
660
Reduced
554
Closed
52
Calls
$14.7M
Puts
$7.44M
Net Calls
+$7.24M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1051
Invested Advisors
Pennsylvania
$580K +$180K +5,525 +45%
CCA
1052
Cadent Capital Advisors
Oklahoma
$574K +$54.1K +1,663 +10%
AC
1053
Annandale Capital
Texas
$571K +$553 +17 +0.1%
FCH
1054
Freestone Capital Holdings
Washington
$568K +$48.8K +1,499 +9%
CAP
1055
Columbia Advisory Partners
Washington
$565K -$48.6K -1,495 -8%
NSAM
1056
North Star Asset Management
Wisconsin
$565K +$14.1K +433 +3%
MI
1057
Moneywise Inc
Virginia
$560K +$33 +1 +0%
First Trust Advisors
1058
First Trust Advisors
Illinois
$560K +$88.2K +2,713 +19%
ZF
1059
Zhang Financial
Michigan
$559K +$488 +15 +0.1%
BAWC
1060
Boyce & Associates Wealth Consulting
Texas
$557K -$64.5K -1,983 -10%
MA
1061
MONECO Advisors
Connecticut
$556K -$43.2K -1,328 -7%
GAA
1062
Global Assets Advisory
Florida
$555K -$22.9K -705 -4%
PFA
1063
Pathway Financial Advisors
Vermont
$555K +$455 +14 +0.1%
SFG
1064
Synergy Financial Group
California
$554K -$55.3K -1,700 -9%
PAYA
1065
Phil A. Younker & Associates
Alaska
$554K
EWM
1066
Elevation Wealth Management
Minnesota
$553K +$552K +16,962 New
CWM
1067
Cabot Wealth Management
Massachusetts
$553K -$17.4K -534 -3%
TSWM
1068
Triangle Securities Wealth Management
North Carolina
$550K +$43.5K +1,339 +9%
EAM
1069
Everstar Asset Management
North Carolina
$550K +$33 +1 +0%
IWA
1070
IVC Wealth Advisors
Pennsylvania
$546K -$17K -523 -3%
ZRP
1071
Zynergy Retirement Planning
New Jersey
$546K -$27.6K -848 -5%
GWA
1072
Geometric Wealth Advisors
District of Columbia
$544K
AWA
1073
Argos Wealth Advisors
California
$541K +$539K +16,584 New
KA
1074
Klingman & Associates
New York
$539K -$24.8K -764 -4%
AWM
1075
Accurate Wealth Management
Florida
$538K -$2.83K -87 -0.5%