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Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
VRM
1101
Vectors Research Management
New York
$460K
IRP
1102
Investment Research Partners
Pennsylvania
$459K
SSWM
1103
Smith Salley Wealth Management
North Carolina
$458K
SL
1104
SWMG LLC
Texas
$458K
SPA
1105
Sentinel Pension Advisors
Massachusetts
$458K
ATC
1106
Argent Trust Co
Tennessee
$456K
AFS
1107
Access Financial Services
Minnesota
$455K
YIM
1108
Yoffe Investment Management
Pennsylvania
$451K
PP
1109
Patten & Patten
Tennessee
$449K
PWP
1110
Pursue Wealth Partners
California
$448K
PMG
1111
Private Management Group
California
$448K
AC
1112
Asio Capital
Kentucky
$447K
BTWM
1113
Baker Tilly Wealth Management
Wisconsin
$447K
MIM
1114
Marshall Investment Management
Colorado
$446K
PMSA
1115
Patrick M. Sweeney & Associates
Illinois
$444K
ES
1116
ETF Store
Kansas
$442K
JPWM
1117
Jamison Private Wealth Management
Georgia
$440K
DPI
1118
Diversified Portfolios Inc
Michigan
$439K
WE
1119
Wealth Effects
Massachusetts
$434K
AWMI
1120
Aegis Wealth Management (Iowa)
Iowa
$434K
SWA
1121
SOA Wealth Advisors
New York
$433K
WHC
1122
Wulff, Hansen & Co
California
$433K
RF
1123
RHS Financial
California
$432K
FWP
1124
Falcon Wealth Planning
California
$432K
RAS
1125
RPS Advisory Solutions
Kentucky
$432K