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Schwab US Large-Cap Growth ETF

1,608 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 656 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:

7% more funds holding in top 10

Funds holding in top 10: 219234 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.16%53.19% (+2%)

Holders
1,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
234
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
FDW
1301
Fourth Dimension Wealth
Ohio
$274K
VVP
1302
Venture Visionary Partners
Ohio
$274K
WF
1303
Wayfinding Financial
Washington
$274K
LIM
1304
Lathrop Investment Management
Arkansas
$273K
Franklin Resources
1305
Franklin Resources
California
$272K
BW
1306
Basepoint Wealth
Iowa
$271K
MCP
1307
Mirador Capital Partners
California
$270K
KG
1308
Kilter Group
New York
$269K
BFA
1309
Brown Financial Advisory
Alabama
$269K
IPA
1310
Investment Planning Advisors
Georgia
$269K
EB
1311
Emprise Bank
Kansas
$268K
LCAM
1312
London & Capital Asset Management
United Kingdom
$268K
SAM
1313
Synergy Asset Management
Washington
$267K
FFA
1314
Fragasso Financial Advisors
Pennsylvania
$266K
WHCFA
1315
William Howard & Co Financial Advisors
Tennessee
$266K
CCMW
1316
Cypress Capital Management (Wyoming)
Wyoming
$265K
WFM
1317
Wolff Financial Management
Michigan
$264K
BMCM
1318
Bryn Mawr Capital Management
Pennsylvania
$264K
MFC
1319
Morris Financial Concepts
South Carolina
$263K
SIA
1320
SeaBridge Investment Advisors
New Jersey
$263K
MP
1321
McDonald Partners
Ohio
$262K
LWP
1322
LFG Wealth Partners
Kentucky
$262K
VCM
1323
Virtue Capital Management
Tennessee
$261K
DP
1324
Dearborn Partners
Illinois
$261K
BFG
1325
Bouchey Financial Group
New York
$260K