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Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
BC
1176
Burney Company
Virginia
$374K
SSW
1177
Stone Summit Wealth
Florida
$373K
MF
1178
Manuka Financial
Virginia
$373K
HKIMG
1179
Hutchens & Kramer Investment Management Group
Indiana
$370K
AMM
1180
American Money Management
California
$366K
TPBG
1181
Turning Point Benefit Group
Maryland
$366K
RWM
1182
Rolek Wealth Management
Pennsylvania
$364K
KFP
1183
Kerr Financial Planning
California
$364K
ACA
1184
Ascension Capital Advisors
Texas
$363K
GI
1185
Gradient Investments
Minnesota
$363K
FPW
1186
Flagship Private Wealth
Massachusetts
$361K
TA
1187
TPG Advisors
Illinois
$361K
DIS
1188
Diversified Investment Strategies
Louisiana
$360K
SFC
1189
Summit Financial Consulting
Michigan
$359K
GC
1190
Grimes & Company
Massachusetts
$357K
GSWM
1191
Golden State Wealth Management
California
$357K
OP
1192
ORG Partners
Indiana
$357K
KWS
1193
Keystone Wealth Services
California
$357K
CPA
1194
Capital Performance Advisors
California
$356K
AWC
1195
Adamsbrown Wealth Consultants
Kansas
$356K
TFA
1196
Teamwork Financial Advisors
Texas
$356K
GA
1197
GoalVest Advisory
New York
$355K
VIA
1198
Victrix Investment Advisors
Florida
$355K
NGA
1199
Naples Global Advisors
Florida
$354K
UB
1200
Umpqua Bank
Oregon
$350K