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Schwab US Large-Cap Growth ETF

1,604 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 185 funds opening new positions, 655 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:

6% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.48B)

6% more funds holding in top 10

Funds holding in top 10: 218230 (+12)

1.93% more ownership

Funds ownership: 51.14%53.07% (+1.9%)

Holders
1,604
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
230
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
DIM
1226
Delta Investment Management
California
$328K
WAG
1227
Winthrop Advisory Group
Massachusetts
$327K
CNBT
1228
Canandaigua National Bank & Trust
New York
$324K
FFP
1229
FourThought Financial Partners
Florida
$324K
TCOTS
1230
Trust Company of the South
North Carolina
$324K
FFO
1231
Fiduciary Family Office
Florida
$323K
SHA
1232
Seneca House Advisors
Virginia
$323K
HIM
1233
Hanlon Investment Management
New Jersey
$323K
KCPG
1234
Kavar Capital Partners Group
Kansas
$323K
CWMK
1235
Caliber Wealth Management (Kansas)
Kansas
$322K
PAW
1236
Plan A Wealth
Nebraska
$321K
CCM
1237
Check Capital Management
California
$320K
AIA
1238
Accelerate Investment Advisors
California
$320K
LA
1239
LWM Advisors
California
$319K
NS
1240
NBC Securities
Alabama
$318K
PCH
1241
PGIM Custom Harvest
New Jersey
$318K
IIM
1242
IFC & Insurance Marketing
California
$317K
VDI
1243
Vaughan David Investments
Illinois
$316K
AIS
1244
Accredited Investor Services
Minnesota
$316K
WFAG
1245
Wescott Financial Advisory Group
Pennsylvania
$315K
FNT
1246
First National Trust
Pennsylvania
$315K
RA
1247
Riverstone Advisors
Texas
$315K
CCAL
1248
City Center Advisors LLC
Michigan
$314K
TI
1249
Trexquant Investment
Connecticut
$314K
WRCM
1250
Western Reserve Capital Management
Ohio
$314K