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Schwab US Large-Cap Growth ETF

1,607 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, 655 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: 218233 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
JPWM
1126
Jamison Private Wealth Management
Georgia
$440K
DPI
1127
Diversified Portfolios Inc
Michigan
$439K
WE
1128
Wealth Effects
Massachusetts
$434K
AWMI
1129
Aegis Wealth Management (Iowa)
Iowa
$434K
SWA
1130
SOA Wealth Advisors
New York
$433K
WHC
1131
Wulff, Hansen & Co
California
$433K
RF
1132
RHS Financial
California
$432K
FWP
1133
Falcon Wealth Planning
California
$432K
RAS
1134
RPS Advisory Solutions
Kentucky
$432K
FPFC
1135
Financial Planning Fort Collins
Colorado
$431K
SIM
1136
Stratos Investment Management
Ohio
$431K
ANTB
1137
AMG National Trust Bank
Colorado
$427K
GGI
1138
Godsey & Gibb Inc
Virginia
$426K
MCCP
1139
Mission Creek Capital Partners
California
$424K
VA
1140
VestGen Advisors
Illinois
$423K
FWM
1141
ForthRight Wealth Management
Georgia
$422K
FFG
1142
Frisch Financial Group
New York
$419K
TIA
1143
Traphagen Investment Advisors
New Jersey
$418K
BIG
1144
Brooklyn Investment Group
New York
$417K
GWANC
1145
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K
CAM
1146
Clark Asset Management
New Hampshire
$413K
CFS
1147
Coordinated Financial Services
Colorado
$412K
FWM
1148
Finer Wealth Management
Massachusetts
$410K
ZIM
1149
Zacks Investment Management
Illinois
$409K
HI
1150
Hudock Inc
Pennsylvania
$408K