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Schwab US Large-Cap Growth ETF

1,597 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 183 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 → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
HIM
1226
Hanlon Investment Management
New Jersey
$323K
KCPG
1227
Kavar Capital Partners Group
Kansas
$323K
CWMK
1228
Caliber Wealth Management (Kansas)
Kansas
$322K
PAW
1229
Plan A Wealth
Nebraska
$321K
CCM
1230
Check Capital Management
California
$320K
AIA
1231
Accelerate Investment Advisors
California
$320K
LA
1232
LWM Advisors
California
$319K
NS
1233
NBC Securities
Alabama
$318K
PCH
1234
PGIM Custom Harvest
New Jersey
$318K
IIM
1235
IFC & Insurance Marketing
California
$317K
VDI
1236
Vaughan David Investments
Illinois
$316K
AIS
1237
Accredited Investor Services
Minnesota
$316K
WFAG
1238
Wescott Financial Advisory Group
Pennsylvania
$315K
FNT
1239
First National Trust
Pennsylvania
$315K
RA
1240
Riverstone Advisors
Texas
$315K
CCAL
1241
City Center Advisors LLC
Michigan
$314K
TI
1242
Trexquant Investment
Connecticut
$314K
WRCM
1243
Western Reserve Capital Management
Ohio
$314K
MAFA
1244
MJT & Associates Financial Advisory
Minnesota
$314K
AWA
1245
Arete Wealth Advisors
Illinois
$313K
CFG
1246
Copley Financial Group
California
$313K
Neuberger Berman Group
1247
Neuberger Berman Group
New York
$312K
JTWM
1248
Jackson Thornton Wealth Management
Alabama
$312K
SIC
1249
Sage Investment Counsel
Tennessee
$312K
SIC
1250
Salem Investment Counselors
North Carolina
$310K