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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
FFP
1251
FourThought Financial Partners
Florida
$324K +$70.6K +2,170 +28%
TCOTS
1252
Trust Company of the South
North Carolina
$324K
FFO
1253
Fiduciary Family Office
Florida
$323K +$5.66K +174 +2%
SHA
1254
Seneca House Advisors
Virginia
$323K -$16.1K -495 -5%
HIM
1255
Hanlon Investment Management
New Jersey
$323K
KCPG
1256
Kavar Capital Partners Group
Kansas
$323K +$130 +4 +0%
CWMK
1257
Caliber Wealth Management (Kansas)
Kansas
$322K -$2.05K -63 -0.6%
PAW
1258
Plan A Wealth
Nebraska
$321K +$358 +11 +0.1%
CCM
1259
Check Capital Management
California
$320K
AIA
1260
Accelerate Investment Advisors
California
$320K +$163 +5 +0.1%
LA
1261
LWM Advisors
California
$319K +$33 +1 +0%
NS
1262
NBC Securities
Alabama
$318K -$47.9K -1,474 -13%
PCH
1263
PGIM Custom Harvest
New Jersey
$318K -$50.1K -1,540 -14%
IIM
1264
IFC & Insurance Marketing
California
$317K +$316K +9,705 New
VDI
1265
Vaughan David Investments
Illinois
$316K +$195 +6 +0.1%
AIS
1266
Accredited Investor Services
Minnesota
$316K +$1.17K +36 +0.4%
WFAG
1267
Wescott Financial Advisory Group
Pennsylvania
$315K +$314K +9,668 New
FNT
1268
First National Trust
Pennsylvania
$315K -$58.6K -1,801 -16%
RA
1269
Riverstone Advisors
Texas
$315K +$3.38K +104 +1%
CCAL
1270
City Center Advisors LLC
Michigan
$314K -$25.8K -793 -8%
TI
1271
Trexquant Investment
Connecticut
$314K +$35.6K +1,096 +13%
WRCM
1272
Western Reserve Capital Management
Ohio
$314K +$313K +9,627 New
MAFA
1273
MJT & Associates Financial Advisory
Minnesota
$314K -$97.7K -3,004 -24%
AWA
1274
Arete Wealth Advisors
Illinois
$313K -$49.3K -1,517 -14%
CFG
1275
Copley Financial Group
California
$313K +$1.69K +52 +0.5%