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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
19.82%
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
LG
1201
LaFleur & Godfrey
Michigan
$376K -$5.04K -155 -1%
AFTS
1202
American Financial & Tax Strategies
New York
$375K
UFA
1203
Uptown Financial Advisors
Texas
$374K
BC
1204
Burney Company
Virginia
$374K
SSW
1205
Stone Summit Wealth
Florida
$373K +$51.9K +1,595 +16%
MF
1206
Manuka Financial
Virginia
$373K +$76.9K +2,365 +26%
FMI
1207
Financial Management Inc
Arkansas
$372K +$371K +11,409 New
HKIMG
1208
Hutchens & Kramer Investment Management Group
Indiana
$370K -$423 -13 -0.1%
AMM
1209
American Money Management
California
$366K +$618 +19 +0.2%
TPBG
1210
Turning Point Benefit Group
Maryland
$366K -$362K -11,136 -50%
RWM
1211
Rolek Wealth Management
Pennsylvania
$364K
KFP
1212
Kerr Financial Planning
California
$364K +$130 +4 +0%
ACA
1213
Ascension Capital Advisors
Texas
$363K +$3.9K +120 +1%
GI
1214
Gradient Investments
Minnesota
$363K
FPW
1215
Flagship Private Wealth
Massachusetts
$361K
TA
1216
TPG Advisors
Illinois
$361K -$97.5K -2,997 -21%
DIS
1217
Diversified Investment Strategies
Louisiana
$360K
SFC
1218
Summit Financial Consulting
Michigan
$359K +$142K +4,361 +66%
GC
1219
Grimes & Company
Massachusetts
$357K +$11.2K +344 +3%
GSWM
1220
Golden State Wealth Management
California
$357K +$102K +3,124 +40%
OP
1221
ORG Partners
Indiana
$357K -$597K -18,342 -63%
KWS
1222
Keystone Wealth Services
California
$357K +$104K +3,197 +41%
CPA
1223
Capital Performance Advisors
California
$356K -$6.96K -214 -2%
AWC
1224
Adamsbrown Wealth Consultants
Kansas
$356K +$2.15K +66 +0.6%
TFA
1225
Teamwork Financial Advisors
Texas
$356K +$21.9K +674 +7%