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Schwab US Large-Cap Growth ETF

1,607 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, 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

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

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
GSWM
1201
Golden State Wealth Management
California
$357K
OP
1202
ORG Partners
Indiana
$357K
KWS
1203
Keystone Wealth Services
California
$357K
CPA
1204
Capital Performance Advisors
California
$356K
AWC
1205
Adamsbrown Wealth Consultants
Kansas
$356K
TFA
1206
Teamwork Financial Advisors
Texas
$356K
GA
1207
GoalVest Advisory
New York
$355K
VIA
1208
Victrix Investment Advisors
Florida
$355K
NGA
1209
Naples Global Advisors
Florida
$354K
UB
1210
Umpqua Bank
Oregon
$350K
VCM
1211
Vivaldi Capital Management
Illinois
$349K
FRA
1212
Frank Rimerman Advisors
California
$349K
SEM
1213
Strategic Equity Management
Arizona
$347K
AB
1214
Atlas Brown
Kentucky
$345K
KOC
1215
Koss-Olinger Consulting
Florida
$345K
MAC
1216
Mason & Associates (California)
California
$344K
RRA
1217
Round Rock Advisors
Connecticut
$341K
AFG
1218
Albion Financial Group
Utah
$341K
SFS
1219
Sunrise Financial Services
Washington
$340K
SIA
1220
Spectrum Investment Advisors
Wisconsin
$339K
LSWP
1221
Liberty Square Wealth Partners
Pennsylvania
$338K
HIS
1222
Harvest Investment Services
Illinois
$337K
EWM
1223
Evermay Wealth Management
Virginia
$335K
RW
1224
REDW Wealth
New Mexico
$334K
CICC
1225
Capital Investment Counsel (Colorado)
Colorado
$332K