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Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
SL
1101
SWMG LLC
Texas
$458K
SPA
1102
Sentinel Pension Advisors
Massachusetts
$458K
ATC
1103
Argent Trust Co
Tennessee
$456K
AFS
1104
Access Financial Services
Minnesota
$455K
YIM
1105
Yoffe Investment Management
Pennsylvania
$451K
PP
1106
Patten & Patten
Tennessee
$449K
PWP
1107
Pursue Wealth Partners
California
$448K
PMG
1108
Private Management Group
California
$448K
AC
1109
Asio Capital
Kentucky
$447K
BTWM
1110
Baker Tilly Wealth Management
Wisconsin
$447K
MIM
1111
Marshall Investment Management
Colorado
$446K
PMSA
1112
Patrick M. Sweeney & Associates
Illinois
$444K
ES
1113
ETF Store
Kansas
$442K
JPWM
1114
Jamison Private Wealth Management
Georgia
$440K
DPI
1115
Diversified Portfolios Inc
Michigan
$439K
WE
1116
Wealth Effects
Massachusetts
$434K
AWMI
1117
Aegis Wealth Management (Iowa)
Iowa
$434K
SWA
1118
SOA Wealth Advisors
New York
$433K
WHC
1119
Wulff, Hansen & Co
California
$433K
RF
1120
RHS Financial
California
$432K
FWP
1121
Falcon Wealth Planning
California
$432K
RAS
1122
RPS Advisory Solutions
Kentucky
$432K
FPFC
1123
Financial Planning Fort Collins
Colorado
$431K
SIM
1124
Stratos Investment Management
Ohio
$431K
ANTB
1125
AMG National Trust Bank
Colorado
$427K