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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
MAFA
1251
MJT & Associates Financial Advisory
Minnesota
$314K
AWA
1252
Arete Wealth Advisors
Illinois
$313K
CFG
1253
Copley Financial Group
California
$313K
Neuberger Berman Group
1254
Neuberger Berman Group
New York
$312K
JTWM
1255
Jackson Thornton Wealth Management
Alabama
$312K
SIC
1256
Sage Investment Counsel
Tennessee
$312K
SIC
1257
Salem Investment Counselors
North Carolina
$310K
MHWM
1258
Montz Harcus Wealth Management
Louisiana
$310K
PAM
1259
Palisade Asset Management
Minnesota
$309K
PRS
1260
Pinkerton Retirement Specialists
Idaho
$309K
BA
1261
Brightwater Advisory
Florida
$307K
AIA
1262
AssuredPartners Investment Advisors
Florida
$306K
GT
1263
Glenview Trust
Kentucky
$306K
BFWM
1264
Bright Futures Wealth Management
New York
$304K
HWM
1265
HighMark Wealth Management
Minnesota
$301K
SW
1266
SteelPeak Wealth
California
$300K
OA
1267
Operose Advisors
Wisconsin
$300K
MBFW
1268
Morton Brown Family Wealth
Pennsylvania
$300K
SC
1269
Stolper & Co
Oklahoma
$299K
VDC
1270
Van Diest Capital
Iowa
$299K
RP
1271
Rice Partnership
Hawaii
$298K
DWA
1272
Davis Wealth Advisors
New Hampshire
$298K
QCM
1273
QRG Capital Management
Illinois
$297K
WCFA
1274
Walkner Condon Financial Advisors
Wisconsin
$297K
CFS
1275
Cannon Financial Strategists
Georgia
$296K