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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
VCM
1201
Vivaldi Capital Management
Illinois
$349K
FRA
1202
Frank Rimerman Advisors
California
$349K
SEM
1203
Strategic Equity Management
Arizona
$347K
AB
1204
Atlas Brown
Kentucky
$345K
KOC
1205
Koss-Olinger Consulting
Florida
$345K
MAC
1206
Mason & Associates (California)
California
$344K
RRA
1207
Round Rock Advisors
Connecticut
$341K
AFG
1208
Albion Financial Group
Utah
$341K
SFS
1209
Sunrise Financial Services
Washington
$340K
SIA
1210
Spectrum Investment Advisors
Wisconsin
$339K
LSWP
1211
Liberty Square Wealth Partners
Pennsylvania
$338K
HIS
1212
Harvest Investment Services
Illinois
$337K
EWM
1213
Evermay Wealth Management
Virginia
$335K
RW
1214
REDW Wealth
New Mexico
$334K
CICC
1215
Capital Investment Counsel (Colorado)
Colorado
$332K
VIP
1216
Value Investment Professionals
New York
$331K
VAG
1217
VisionPoint Advisory Group
Texas
$331K
TC
1218
Tannin Capital
North Carolina
$330K
DIM
1219
Delta Investment Management
California
$328K
WAG
1220
Winthrop Advisory Group
Massachusetts
$327K
CNBT
1221
Canandaigua National Bank & Trust
New York
$324K
FFP
1222
FourThought Financial Partners
Florida
$324K
TCOTS
1223
Trust Company of the South
North Carolina
$324K
FFO
1224
Fiduciary Family Office
Florida
$323K
SHA
1225
Seneca House Advisors
Virginia
$323K