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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
19.81%
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
RAS
1151
RPS Advisory Solutions
Kentucky
$432K -$172K -5,281 -29%
FPFC
1152
Financial Planning Fort Collins
Colorado
$431K +$430K +13,216 New
SIM
1153
Stratos Investment Management
Ohio
$431K +$44.8K +1,377 +12%
ANTB
1154
AMG National Trust Bank
Colorado
$427K -$271K -8,341 -39%
GGI
1155
Godsey & Gibb Inc
Virginia
$426K +$25.6K +788 +6%
MCCP
1156
Mission Creek Capital Partners
California
$424K +$47K +1,445 +10%
VA
1157
VestGen Advisors
Illinois
$423K -$957K -29,428 -69%
FWM
1158
ForthRight Wealth Management
Georgia
$422K
FFG
1159
Frisch Financial Group
New York
$419K +$418K +12,842 New
TIA
1160
Traphagen Investment Advisors
New Jersey
$418K +$45.3K +1,393 +12%
BIG
1161
Brooklyn Investment Group
New York
$417K +$412K +12,662 New
GWANC
1162
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K +$158K +4,872 +62%
CAM
1163
Clark Asset Management
New Hampshire
$413K +$8.42K +259 +2%
CFS
1164
Coordinated Financial Services
Colorado
$412K
FWM
1165
Finer Wealth Management
Massachusetts
$410K -$5.07K -156 -1%
ZIM
1166
Zacks Investment Management
Illinois
$409K -$22.9K -703 -5%
HI
1167
Hudock Inc
Pennsylvania
$408K +$65 +2 +0%
MF
1168
Meridian Financial
Massachusetts
$407K +$170K +5,234 +72%
TFG
1169
Tilson Financial Group
New Jersey
$405K +$189K +5,819 +88%
TCBWMS
1170
Texas Capital Bank Wealth Management Services
Texas
$405K +$404K +12,419 New
SGI
1171
Summit Global Investments
Utah
$405K +$22.4K +690 +6%
CWM
1172
CCG Wealth Management
California
$405K -$9.2K -283 -2%
FCM
1173
Firestone Capital Management
Florida
$403K +$358 +11 +0.1%
ACA
1174
Aspire Capital Advisors
Washington
$402K -$99.4K -3,056 -20%
OFS
1175
Oldfather Financial Services
Nebraska
$401K -$19.3K -593 -5%