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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
GA
1226
GoalVest Advisory
New York
$355K
VIA
1227
Victrix Investment Advisors
Florida
$355K +$353K +10,868 New
NGA
1228
Naples Global Advisors
Florida
$354K +$455 +14 +0.1%
UB
1229
Umpqua Bank
Oregon
$350K
VCM
1230
Vivaldi Capital Management
Illinois
$349K +$130 +4 +0%
FRA
1231
Frank Rimerman Advisors
California
$349K
SEM
1232
Strategic Equity Management
Arizona
$347K
AB
1233
Atlas Brown
Kentucky
$345K +$325 +10 +0.1%
KOC
1234
Koss-Olinger Consulting
Florida
$345K +$17.6K +540 +5%
MAC
1235
Mason & Associates (California)
California
$344K -$19.6K -603 -5%
RRA
1236
Round Rock Advisors
Connecticut
$341K +$7.22K +222 +2%
AFG
1237
Albion Financial Group
Utah
$341K
SFS
1238
Sunrise Financial Services
Washington
$340K +$339K +10,422 New
SIA
1239
Spectrum Investment Advisors
Wisconsin
$339K
LSWP
1240
Liberty Square Wealth Partners
Pennsylvania
$338K +$11.1K +340 +3%
HIS
1241
Harvest Investment Services
Illinois
$337K -$11.2K -345 -3%
EWM
1242
Evermay Wealth Management
Virginia
$335K -$7.9K -243 -2%
RW
1243
REDW Wealth
New Mexico
$334K
CICC
1244
Capital Investment Counsel (Colorado)
Colorado
$332K -$19.2K -590 -5%
VIP
1245
Value Investment Professionals
New York
$331K +$330K +10,156 New
VAG
1246
VisionPoint Advisory Group
Texas
$331K -$6.18K -190 -2%
TC
1247
Tannin Capital
North Carolina
$330K +$329K +10,123 New
DIM
1248
Delta Investment Management
California
$328K +$15.2K +467 +5%
WAG
1249
Winthrop Advisory Group
Massachusetts
$327K +$1.69K +52 +0.5%
CNBT
1250
Canandaigua National Bank & Trust
New York
$324K