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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
Neuberger Berman Group
1276
Neuberger Berman Group
New York
$312K -$3.19K -98 -1%
JTWM
1277
Jackson Thornton Wealth Management
Alabama
$312K
SIC
1278
Sage Investment Counsel
Tennessee
$312K +$31.2K +959 +11%
SIC
1279
Salem Investment Counselors
North Carolina
$310K +$62.7K +1,929 +25%
MHWM
1280
Montz Harcus Wealth Management
Louisiana
$310K +$17.4K +536 +6%
PAM
1281
Palisade Asset Management
Minnesota
$309K
PRS
1282
Pinkerton Retirement Specialists
Idaho
$309K
BA
1283
Brightwater Advisory
Florida
$307K +$4.98K +153 +2%
AIA
1284
AssuredPartners Investment Advisors
Florida
$306K +$10.6K +326 +4%
GT
1285
Glenview Trust
Kentucky
$306K -$4.88K -150 -2%
BFWM
1286
Bright Futures Wealth Management
New York
$304K -$344K -10,567 -53%
HWM
1287
HighMark Wealth Management
Minnesota
$301K +$293 +9 +0.1%
SW
1288
SteelPeak Wealth
California
$300K -$45.3K -1,392 -13%
OA
1289
Operose Advisors
Wisconsin
$300K +$14.9K +458 +5%
MBFW
1290
Morton Brown Family Wealth
Pennsylvania
$300K
SC
1291
Stolper & Co
Oklahoma
$299K -$3.22K -99 -1%
VDC
1292
Van Diest Capital
Iowa
$299K +$298K +9,152 New
RP
1293
Rice Partnership
Hawaii
$298K
DWA
1294
Davis Wealth Advisors
New Hampshire
$298K +$297K +9,121 New
QCM
1295
QRG Capital Management
Illinois
$297K +$16.5K +508 +6%
WCFA
1296
Walkner Condon Financial Advisors
Wisconsin
$297K +$2.96K +91 +1%
CFS
1297
Cannon Financial Strategists
Georgia
$296K +$293 +9 +0.1%
LA
1298
Latitude Advisors
Florida
$295K -$26.5K -814 -8%
PWPS
1299
Pinnacle Wealth Planning Services
Ohio
$293K +$19K +584 +7%
SI
1300
Saxon Interests
Texas
$293K