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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
SFO
1101
Stokes Family Office
Louisiana
$497K +$21.9K +674 +5%
AGA
1102
Arkos Global Advisors
Texas
$496K
PWM
1103
Praetorian Wealth Management
California
$495K
FGWP
1104
Founders Grove Wealth Partners
Virginia
$495K +$2.47K +76 +0.5%
KeyBank National Association
1105
KeyBank National Association
Ohio
$494K +$89.2K +2,742 +22%
XPN
1106
XY Planning Network
Montana
$492K -$87.5K -2,691 -15%
HFA
1107
Hershey Financial Advisers
Pennsylvania
$491K -$2.46M -75,639 -83%
DAM
1108
Delta Asset Management
Tennessee
$491K +$8.75K +269 +2%
GBWM
1109
Granite Bay Wealth Management
New Hampshire
$490K -$7.35K -226 -1%
MWM
1110
Manske Wealth Management
Texas
$487K +$4.49K +138 +0.9%
KL
1111
Keenan LLC
Massachusetts
$487K +$485K +14,918 New
TFG
1112
Tull Financial Group
Virginia
$486K +$130K +4,000 +37%
WBC
1113
West Branch Capital
Massachusetts
$485K +$293 +9 +0.1%
CPC
1114
Consolidated Planning Corp
Georgia
$480K +$10.6K +325 +2%
CPC
1115
Cadia Private Client
New Jersey
$480K +$479K +14,714 New
WLIM
1116
White Lighthouse Investment Management
Massachusetts
$479K -$13.2K -407 -3%
RDWM
1117
Red Door Wealth Management
Tennessee
$477K -$48.2K -1,481 -9%
FG
1118
Fairman Group
Pennsylvania
$472K -$3.94K -121 -0.8%
IAG
1119
Ipsen Advisor Group
Arkansas
$470K +$455 +14 +0.1%
PW
1120
PUREfi Wealth
Massachusetts
$470K
SCTC
1121
Sanibel Captiva Trust Company
Florida
$464K
LIA
1122
Lynx Investment Advisory
District of Columbia
$463K -$17.5K -539 -4%
HCM
1123
Hall Capital Management
Rhode Island
$463K
FSBI
1124
Fearless Solutions (Best Invest)
Texas
$463K -$18.8K -579 -4%
CC
1125
Courier Capital
New York
$460K