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Schwab US Large-Cap Growth ETF

1,608 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 656 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:

7% more funds holding in top 10

Funds holding in top 10: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
CICC
1226
Capital Investment Counsel (Colorado)
Colorado
$332K
VIP
1227
Value Investment Professionals
New York
$331K
VAG
1228
VisionPoint Advisory Group
Texas
$331K
TC
1229
Tannin Capital
North Carolina
$330K
DIM
1230
Delta Investment Management
California
$328K
WAG
1231
Winthrop Advisory Group
Massachusetts
$327K
CNBT
1232
Canandaigua National Bank & Trust
New York
$324K
FFP
1233
FourThought Financial Partners
Florida
$324K
TCOTS
1234
Trust Company of the South
North Carolina
$324K
FFO
1235
Fiduciary Family Office
Florida
$323K
SHA
1236
Seneca House Advisors
Virginia
$323K
HIM
1237
Hanlon Investment Management
New Jersey
$323K
KCPG
1238
Kavar Capital Partners Group
Kansas
$323K
CWMK
1239
Caliber Wealth Management (Kansas)
Kansas
$322K
PAW
1240
Plan A Wealth
Nebraska
$321K
CCM
1241
Check Capital Management
California
$320K
AIA
1242
Accelerate Investment Advisors
California
$320K
LA
1243
LWM Advisors
California
$319K
NS
1244
NBC Securities
Alabama
$318K
PCH
1245
PGIM Custom Harvest
New Jersey
$318K
IIM
1246
IFC & Insurance Marketing
California
$317K
VDI
1247
Vaughan David Investments
Illinois
$316K
AIS
1248
Accredited Investor Services
Minnesota
$316K
WFAG
1249
Wescott Financial Advisory Group
Pennsylvania
$315K
FNT
1250
First National Trust
Pennsylvania
$315K