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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
IWC
101
Integrated Wealth Concepts
Massachusetts
$39.5M -$10.2M -313,434 -21%
SWM
102
SK Wealth Management
Rhode Island
$39M +$7.25M +223,039 +23%
ACM
103
Advance Capital Management
Michigan
$39M -$1.83M -56,146 -4%
CAG
104
Curtis Advisory Group
California
$38.7M +$661K +20,314 +2%
MAG
105
Mokosak Advisory Group
Iowa
$38.4M +$438K +13,479 +1%
BDF
106
Black Diamond Financial
Maryland
$38.2M +$1.69M +51,855 +5%
JIC
107
Johnson Investment Counsel
Ohio
$37.4M -$201K -6,193 -0.5%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$37M +$1.44M +44,347 +4%
NG
109
Novem Group
New York
$36.9M -$3.22M -98,998 -8%
FCA
110
FLC Capital Advisors
California
$35.7M +$745K +22,893 +2%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$35.6M +$4.49M +138,139 +14%
SFA
112
Sequoia Financial Advisors
Ohio
$35.1M -$97.8K -3,008 -0.3%
FWI
113
Facet Wealth Inc
Maryland
$34.4M -$1.2M -36,805 -3%
VH
114
Visionary Horizons
Tennessee
$34.3M +$1.38M +42,582 +4%
FCA
115
Fortis Capital Advisors
Kansas
$33.7M +$539K +16,569 +2%
I
116
INVST
Indiana
$33.7M +$1.75M +53,786 +5%
PAG
117
Private Advisor Group
New Jersey
$33.7M +$4.26M +130,893 +15%
RCM
118
Richardson Capital Management
Wisconsin
$33.3M -$2.89M -88,757 -8%
MIA
119
Milestone Investment Advisors
Wisconsin
$33.1M -$689K -21,180 -2%
KWA
120
Kingswood Wealth Advisors
California
$33M -$1.57M -48,325 -5%
SCM
121
Spreng Capital Management
Ohio
$33M +$216K +6,632 +0.7%
CFS
122
CRA Financial Services
New Jersey
$33M -$1.08M -33,305 -3%
Goldman Sachs
123
Goldman Sachs
New York
$32.8M +$13.6M +416,760 +71%
WIA
124
World Investment Advisors
California
$32.7M -$11.8M -363,372 -27%
VNA
125
Valley National Advisers
Pennsylvania
$32.6M +$4.67M +143,450 +17%