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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
TP
1076
Tranquility Partners
Tennessee
$536K
EFG
1077
Ehrlich Financial Group
California
$533K -$423 -13 -0.1%
RFP
1078
RCS Financial Planning
Maryland
$528K -$16K -493 -3%
OWP
1079
Obermeyer Wealth Partners
Colorado
$528K +$4.68K +144 +0.9%
GWS
1080
Glassman Wealth Services
Virginia
$528K +$195 +6 +0%
JIP
1081
Jaffetilchin Investment Partners
Florida
$527K -$18K -552 -3%
WIM
1082
WealthPlan Investment Management
Nebraska
$525K -$77.9K -2,396 -13%
GCM
1083
G2 Capital Management
Ohio
$525K
LF
1084
Lantz Financial
Illinois
$524K
CL
1085
CVFG LLC
Indiana
$523K
CG
1086
Caprock Group
Idaho
$523K -$49.7K -1,527 -9%
GAM
1087
Gotham Asset Management
New York
$522K
GFWA
1088
Grey Fox Wealth Advisors
Delaware
$517K -$17.5K -538 -3%
IF
1089
Ironwood Financial
Arizona
$517K -$31.3K -961 -6%
SHJ
1090
Sharkey, Howes & Javer
Colorado
$515K
HFS
1091
Hantz Financial Services
Michigan
$511K -$47K -1,445 -8%
BWP
1092
Barlow Wealth Partners
Kentucky
$511K
AF
1093
Affiance Financial
Minnesota
$509K +$1.01K +31 +0.2%
WW
1094
Waterfront Wealth
Kansas
$506K +$35.8K +1,102 +8%
OCA
1095
Optimus Capital Advisors
Texas
$503K +$502K +15,424 New
PWMAG
1096
Pinnacle Wealth Management Advisory Group
New Jersey
$503K
WFA
1097
WMG Financial Advisors
Tennessee
$502K -$67.7K -2,082 -12%
AO
1098
Advisor OS
Illinois
$502K -$1.92K -59 -0.4%
DLCIG
1099
D.L. Carlson Investment Group
New Hampshire
$501K -$64.7K -1,990 -11%
BWM
1100
Brickley Wealth Management
California
$499K +$35.7K +1,098 +8%