SCHG icon

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
WW
1076
Waterfront Wealth
Kansas
$506K
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$503K
WFA
1078
WMG Financial Advisors
Tennessee
$502K
AO
1079
Advisor OS
Illinois
$502K
DLCIG
1080
D.L. Carlson Investment Group
New Hampshire
$501K
BWM
1081
Brickley Wealth Management
California
$499K
SFO
1082
Stokes Family Office
Louisiana
$497K
AGA
1083
Arkos Global Advisors
Texas
$496K
PWM
1084
Praetorian Wealth Management
California
$495K
FGWP
1085
Founders Grove Wealth Partners
Virginia
$495K
KeyBank National Association
1086
KeyBank National Association
Ohio
$494K
XPN
1087
XY Planning Network
Montana
$492K
HFA
1088
Hershey Financial Advisers
Pennsylvania
$491K
DAM
1089
Delta Asset Management
Tennessee
$491K
GBWM
1090
Granite Bay Wealth Management
New Hampshire
$490K
MWM
1091
Manske Wealth Management
Texas
$487K
KL
1092
Keenan LLC
Massachusetts
$487K
TFG
1093
Tull Financial Group
Virginia
$486K
WBC
1094
West Branch Capital
Massachusetts
$485K
CPC
1095
Consolidated Planning Corp
Georgia
$480K
WLIM
1096
White Lighthouse Investment Management
Massachusetts
$479K
RDWM
1097
Red Door Wealth Management
Tennessee
$477K
FG
1098
Fairman Group
Pennsylvania
$472K
IAG
1099
Ipsen Advisor Group
Arkansas
$470K
PW
1100
PUREfi Wealth
Massachusetts
$470K