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Schwab US Large-Cap Growth ETF

1,604 hedge funds and large institutions have $28B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 185 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
AWMI
1126
Aegis Wealth Management (Iowa)
Iowa
$434K
SWA
1127
SOA Wealth Advisors
New York
$433K
WHC
1128
Wulff, Hansen & Co
California
$433K
RF
1129
RHS Financial
California
$432K
FWP
1130
Falcon Wealth Planning
California
$432K
RAS
1131
RPS Advisory Solutions
Kentucky
$432K
FPFC
1132
Financial Planning Fort Collins
Colorado
$431K
SIM
1133
Stratos Investment Management
Ohio
$431K
ANTB
1134
AMG National Trust Bank
Colorado
$427K
GGI
1135
Godsey & Gibb Inc
Virginia
$426K
MCCP
1136
Mission Creek Capital Partners
California
$424K
VA
1137
VestGen Advisors
Illinois
$423K
FWM
1138
ForthRight Wealth Management
Georgia
$422K
FFG
1139
Frisch Financial Group
New York
$419K
TIA
1140
Traphagen Investment Advisors
New Jersey
$418K
BIG
1141
Brooklyn Investment Group
New York
$417K
GWANC
1142
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K
CAM
1143
Clark Asset Management
New Hampshire
$413K
CFS
1144
Coordinated Financial Services
Colorado
$412K
FWM
1145
Finer Wealth Management
Massachusetts
$410K
ZIM
1146
Zacks Investment Management
Illinois
$409K
HI
1147
Hudock Inc
Pennsylvania
$408K
MF
1148
Meridian Financial
Massachusetts
$407K
TFG
1149
Tilson Financial Group
New Jersey
$405K
TCBWMS
1150
Texas Capital Bank Wealth Management Services
Texas
$405K