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Schwab US Large-Cap Growth ETF

1,608 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 656 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:

7% more funds holding in top 10

Funds holding in top 10: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
ES
1126
ETF Store
Kansas
$442K
JPWM
1127
Jamison Private Wealth Management
Georgia
$440K
DPI
1128
Diversified Portfolios Inc
Michigan
$439K
WE
1129
Wealth Effects
Massachusetts
$434K
AWMI
1130
Aegis Wealth Management (Iowa)
Iowa
$434K
SWA
1131
SOA Wealth Advisors
New York
$433K
WHC
1132
Wulff, Hansen & Co
California
$433K
RF
1133
RHS Financial
California
$432K
FWP
1134
Falcon Wealth Planning
California
$432K
RAS
1135
RPS Advisory Solutions
Kentucky
$432K
FPFC
1136
Financial Planning Fort Collins
Colorado
$431K
SIM
1137
Stratos Investment Management
Ohio
$431K
ANTB
1138
AMG National Trust Bank
Colorado
$427K
GGI
1139
Godsey & Gibb Inc
Virginia
$426K
MCCP
1140
Mission Creek Capital Partners
California
$424K
VA
1141
VestGen Advisors
Illinois
$423K
FWM
1142
ForthRight Wealth Management
Georgia
$422K
FFG
1143
Frisch Financial Group
New York
$419K
TIA
1144
Traphagen Investment Advisors
New Jersey
$418K
BIG
1145
Brooklyn Investment Group
New York
$417K
GWANC
1146
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K
CAM
1147
Clark Asset Management
New Hampshire
$413K
CFS
1148
Coordinated Financial Services
Colorado
$412K
FWM
1149
Finer Wealth Management
Massachusetts
$410K
ZIM
1150
Zacks Investment Management
Illinois
$409K