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Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
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
IWC
101
Integrated Wealth Concepts
Massachusetts
$39.5M
SWM
102
SK Wealth Management
Rhode Island
$39M
ACM
103
Advance Capital Management
Michigan
$39M
CAG
104
Curtis Advisory Group
California
$38.7M
MAG
105
Mokosak Advisory Group
Iowa
$38.4M
BDF
106
Black Diamond Financial
Maryland
$38.2M
JIC
107
Johnson Investment Counsel
Ohio
$37.4M
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$37M
NG
109
Novem Group
New York
$36.9M
FCA
110
FLC Capital Advisors
California
$35.7M
Jones Financial Companies
111
Jones Financial Companies
Missouri
$35.6M
SFA
112
Sequoia Financial Advisors
Ohio
$35.1M
FWI
113
Facet Wealth Inc
Maryland
$34.4M
VH
114
Visionary Horizons
Tennessee
$34.3M
FCA
115
Fortis Capital Advisors
Kansas
$33.7M
I
116
INVST
Indiana
$33.7M
PAG
117
Private Advisor Group
New Jersey
$33.7M
RCM
118
Richardson Capital Management
Wisconsin
$33.3M
MIA
119
Milestone Investment Advisors
Wisconsin
$33.1M
KWA
120
Kingswood Wealth Advisors
California
$33M
SCM
121
Spreng Capital Management
Ohio
$33M
CFS
122
CRA Financial Services
New Jersey
$33M
Goldman Sachs
123
Goldman Sachs
New York
$32.8M
VNA
124
Valley National Advisers
Pennsylvania
$32.6M
CIA
125
Concurrent Investment Advisors
Florida
$32.3M