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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
CWA
1301
Cascade Wealth Advisors
Washington
$291K
CCG
1302
Cypress Capital Group
Florida
$291K +$290K +8,926 New
Fifth Third Bancorp
1303
Fifth Third Bancorp
Ohio
$289K +$159K +4,892 +123%
TCM
1304
Telos Capital Management
California
$285K +$65 +2 +0%
PWC
1305
Pathfinder Wealth Consulting
North Carolina
$285K +$284K +8,735 New
EV
1306
EJMK Ventures
Illinois
$285K +$284K +8,723 New
CWM
1307
Cahaba Wealth Management
Georgia
$282K +$281K +8,654 New
CAS
1308
Coppell Advisory Solutions
Texas
$281K -$3.77K -116 -1%
SIM
1309
Studio Investment Management
Illinois
$280K +$25.5K +783 +10%
MA
1310
MCF Advisors
Kentucky
$280K +$206K +6,340 +283%
FWM
1311
Fonville Wealth Management
Virginia
$278K +$60.5K +1,861 +28%
Legacy Financial Group (Iowa)
1312
Legacy Financial Group (Iowa)
Iowa
$277K +$290K +8,928 New
OWCM
1313
One Wealth Capital Management
Arizona
$277K +$3.09K +95 +1%
EFN
1314
Equita Financial Network
Pennsylvania
$276K -$6.57K -202 -2%
SWG
1315
Summit Wealth Group
Vermont
$276K
PB
1316
Pinnacle Bancorp
Nebraska
$276K +$9.92K +305 +4%
PCS
1317
Personal CFO Solutions
New Jersey
$275K +$275K +8,441 New
PRI
1318
Prepared Retirement Institute
Pennsylvania
$275K -$716 -22 -0.3%
FDW
1319
Fourth Dimension Wealth
Ohio
$274K +$51.7K +1,590 +23%
VVP
1320
Venture Visionary Partners
Ohio
$274K
WF
1321
Wayfinding Financial
Washington
$274K
LIM
1322
Lathrop Investment Management
Arkansas
$273K +$64.5K +1,983 +31%
Franklin Resources
1323
Franklin Resources
California
$272K
BW
1324
Basepoint Wealth
Iowa
$271K -$177K -5,446 -40%
TFA
1325
TrustWell Financial Advisors
Florida
$271K +$270K +8,307 New