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Schwab US Large-Cap Growth ETF

1,604 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 185 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
CPA
1201
Capital Performance Advisors
California
$356K
AWC
1202
Adamsbrown Wealth Consultants
Kansas
$356K
TFA
1203
Teamwork Financial Advisors
Texas
$356K
GA
1204
GoalVest Advisory
New York
$355K
VIA
1205
Victrix Investment Advisors
Florida
$355K
NGA
1206
Naples Global Advisors
Florida
$354K
UB
1207
Umpqua Bank
Oregon
$350K
VCM
1208
Vivaldi Capital Management
Illinois
$349K
FRA
1209
Frank Rimerman Advisors
California
$349K
SEM
1210
Strategic Equity Management
Arizona
$347K
AB
1211
Atlas Brown
Kentucky
$345K
KOC
1212
Koss-Olinger Consulting
Florida
$345K
MAC
1213
Mason & Associates (California)
California
$344K
RRA
1214
Round Rock Advisors
Connecticut
$341K
AFG
1215
Albion Financial Group
Utah
$341K
SFS
1216
Sunrise Financial Services
Washington
$340K
SIA
1217
Spectrum Investment Advisors
Wisconsin
$339K
LSWP
1218
Liberty Square Wealth Partners
Pennsylvania
$338K
HIS
1219
Harvest Investment Services
Illinois
$337K
EWM
1220
Evermay Wealth Management
Virginia
$335K
RW
1221
REDW Wealth
New Mexico
$334K
CICC
1222
Capital Investment Counsel (Colorado)
Colorado
$332K
VIP
1223
Value Investment Professionals
New York
$331K
VAG
1224
VisionPoint Advisory Group
Texas
$331K
TC
1225
Tannin Capital
North Carolina
$330K