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Schwab US Large-Cap Growth ETF

1,608 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, 656 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: 219234 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
GC
1201
Grimes & Company
Massachusetts
$357K
GSWM
1202
Golden State Wealth Management
California
$357K
OP
1203
ORG Partners
Indiana
$357K
KWS
1204
Keystone Wealth Services
California
$357K
CPA
1205
Capital Performance Advisors
California
$356K
AWC
1206
Adamsbrown Wealth Consultants
Kansas
$356K
TFA
1207
Teamwork Financial Advisors
Texas
$356K
GA
1208
GoalVest Advisory
New York
$355K
VIA
1209
Victrix Investment Advisors
Florida
$355K
NGA
1210
Naples Global Advisors
Florida
$354K
UB
1211
Umpqua Bank
Oregon
$350K
VCM
1212
Vivaldi Capital Management
Illinois
$349K
FRA
1213
Frank Rimerman Advisors
California
$349K
SEM
1214
Strategic Equity Management
Arizona
$347K
AB
1215
Atlas Brown
Kentucky
$345K
KOC
1216
Koss-Olinger Consulting
Florida
$345K
MAC
1217
Mason & Associates (California)
California
$344K
RRA
1218
Round Rock Advisors
Connecticut
$341K
AFG
1219
Albion Financial Group
Utah
$341K
SFS
1220
Sunrise Financial Services
Washington
$340K
SIA
1221
Spectrum Investment Advisors
Wisconsin
$339K
LSWP
1222
Liberty Square Wealth Partners
Pennsylvania
$338K
HIS
1223
Harvest Investment Services
Illinois
$337K
EWM
1224
Evermay Wealth Management
Virginia
$335K
RW
1225
REDW Wealth
New Mexico
$334K