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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
19.82%
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
VRM
1126
Vectors Research Management
New York
$460K
IRP
1127
Investment Research Partners
Pennsylvania
$459K
SSWM
1128
Smith Salley Wealth Management
North Carolina
$458K -$66.2K -2,034 -13%
SL
1129
SWMG LLC
Texas
$458K +$8.78K +270 +2%
SPA
1130
Sentinel Pension Advisors
Massachusetts
$458K -$36.2K -1,113 -7%
BFG
1131
Beacon Financial Group
Texas
$457K -$260 -8 -0.1%
ATC
1132
Argent Trust Co
Tennessee
$456K +$203K +6,255 +81%
AFS
1133
Access Financial Services
Minnesota
$455K
YIM
1134
Yoffe Investment Management
Pennsylvania
$451K
PP
1135
Patten & Patten
Tennessee
$449K -$76.7K -2,359 -15%
PWP
1136
Pursue Wealth Partners
California
$448K
PMG
1137
Private Management Group
California
$448K +$325 +10 +0.1%
AC
1138
Asio Capital
Kentucky
$447K
BTWM
1139
Baker Tilly Wealth Management
Wisconsin
$447K +$455 +14 +0.1%
MIM
1140
Marshall Investment Management
Colorado
$446K -$4.49K -138 -1%
PMSA
1141
Patrick M. Sweeney & Associates
Illinois
$444K +$2.6K +80 +0.6%
ES
1142
ETF Store
Kansas
$442K +$1.66K +51 +0.4%
JPWM
1143
Jamison Private Wealth Management
Georgia
$440K +$41K +1,261 +10%
DPI
1144
Diversified Portfolios Inc
Michigan
$439K -$104K -3,187 -19%
WE
1145
Wealth Effects
Massachusetts
$434K +$3.58K +110 +0.8%
AWMI
1146
Aegis Wealth Management (Iowa)
Iowa
$434K +$432K +13,290 New
SWA
1147
SOA Wealth Advisors
New York
$433K +$423 +13 +0.1%
WHC
1148
Wulff, Hansen & Co
California
$433K +$3.09K +95 +0.7%
RF
1149
RHS Financial
California
$432K
FWP
1150
Falcon Wealth Planning
California
$432K +$6.28K +193 +1%