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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
MHWM
1251
Montz Harcus Wealth Management
Louisiana
$310K
PAM
1252
Palisade Asset Management
Minnesota
$309K
PRS
1253
Pinkerton Retirement Specialists
Idaho
$309K
BA
1254
Brightwater Advisory
Florida
$307K
AIA
1255
AssuredPartners Investment Advisors
Florida
$306K
GT
1256
Glenview Trust
Kentucky
$306K
BFWM
1257
Bright Futures Wealth Management
New York
$304K
HWM
1258
HighMark Wealth Management
Minnesota
$301K
SW
1259
SteelPeak Wealth
California
$300K
OA
1260
Operose Advisors
Wisconsin
$300K
MBFW
1261
Morton Brown Family Wealth
Pennsylvania
$300K
SC
1262
Stolper & Co
Oklahoma
$299K
VDC
1263
Van Diest Capital
Iowa
$299K
RP
1264
Rice Partnership
Hawaii
$298K
DWA
1265
Davis Wealth Advisors
New Hampshire
$298K
QCM
1266
QRG Capital Management
Illinois
$297K
WCFA
1267
Walkner Condon Financial Advisors
Wisconsin
$297K
CFS
1268
Cannon Financial Strategists
Georgia
$296K
LA
1269
Latitude Advisors
Florida
$295K
PWPS
1270
Pinnacle Wealth Planning Services
Ohio
$293K
SI
1271
Saxon Interests
Texas
$293K
CWA
1272
Cascade Wealth Advisors
Washington
$291K
CCG
1273
Cypress Capital Group
Florida
$291K
Fifth Third Bancorp
1274
Fifth Third Bancorp
Ohio
$289K
TCM
1275
Telos Capital Management
California
$285K