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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
EAM
1051
Everstar Asset Management
North Carolina
$550K
IWA
1052
IVC Wealth Advisors
Pennsylvania
$546K
ZRP
1053
Zynergy Retirement Planning
New Jersey
$546K
GWA
1054
Geometric Wealth Advisors
District of Columbia
$544K
AWA
1055
Argos Wealth Advisors
California
$541K
KA
1056
Klingman & Associates
New York
$539K
AWM
1057
Accurate Wealth Management
Florida
$538K
TP
1058
Tranquility Partners
Tennessee
$536K
EFG
1059
Ehrlich Financial Group
California
$533K
RFP
1060
RCS Financial Planning
Maryland
$528K
OWP
1061
Obermeyer Wealth Partners
Colorado
$528K
GWS
1062
Glassman Wealth Services
Virginia
$528K
JIP
1063
Jaffetilchin Investment Partners
Florida
$527K
WIM
1064
WealthPlan Investment Management
Nebraska
$525K
GCM
1065
G2 Capital Management
Ohio
$525K
LF
1066
Lantz Financial
Illinois
$524K
CL
1067
CVFG LLC
Indiana
$523K
CG
1068
Caprock Group
Idaho
$523K
GAM
1069
Gotham Asset Management
New York
$522K
GFWA
1070
Grey Fox Wealth Advisors
Delaware
$517K
IF
1071
Ironwood Financial
Arizona
$517K
SHJ
1072
Sharkey, Howes & Javer
Colorado
$515K
HFS
1073
Hantz Financial Services
Michigan
$511K
BWP
1074
Barlow Wealth Partners
Kentucky
$511K
AF
1075
Affiance Financial
Minnesota
$509K