SCHG icon

Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 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 → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
SWM
101
SK Wealth Management
Rhode Island
$39M
ACM
102
Advance Capital Management
Michigan
$39M
CAG
103
Curtis Advisory Group
California
$38.7M
MAG
104
Mokosak Advisory Group
Iowa
$38.4M
BDF
105
Black Diamond Financial
Maryland
$38.2M
JIC
106
Johnson Investment Counsel
Ohio
$37.4M
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$37M
NG
108
Novem Group
New York
$36.9M
FCA
109
FLC Capital Advisors
California
$35.7M
Jones Financial Companies
110
Jones Financial Companies
Missouri
$35.6M
SFA
111
Sequoia Financial Advisors
Ohio
$35.1M
FWI
112
Facet Wealth Inc
Maryland
$34.4M
VH
113
Visionary Horizons
Tennessee
$34.3M
FCA
114
Fortis Capital Advisors
Kansas
$33.7M
I
115
INVST
Indiana
$33.7M
PAG
116
Private Advisor Group
New Jersey
$33.7M
RCM
117
Richardson Capital Management
Wisconsin
$33.3M
MIA
118
Milestone Investment Advisors
Wisconsin
$33.1M
KWA
119
Kingswood Wealth Advisors
California
$33M
SCM
120
Spreng Capital Management
Ohio
$33M
CFS
121
CRA Financial Services
New Jersey
$33M
Goldman Sachs
122
Goldman Sachs
New York
$32.8M
VNA
123
Valley National Advisers
Pennsylvania
$32.6M
CIA
124
Concurrent Investment Advisors
Florida
$32.3M
AF
125
Allworth Financial
California
$31.7M