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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
Franklin Resources
1301
Franklin Resources
California
$272K
BW
1302
Basepoint Wealth
Iowa
$271K
MCP
1303
Mirador Capital Partners
California
$270K
KG
1304
Kilter Group
New York
$269K
BFA
1305
Brown Financial Advisory
Alabama
$269K
IPA
1306
Investment Planning Advisors
Georgia
$269K
EB
1307
Emprise Bank
Kansas
$268K
LCAM
1308
London & Capital Asset Management
United Kingdom
$268K
SAM
1309
Synergy Asset Management
Washington
$267K
FFA
1310
Fragasso Financial Advisors
Pennsylvania
$266K
WHCFA
1311
William Howard & Co Financial Advisors
Tennessee
$266K
CCMW
1312
Cypress Capital Management (Wyoming)
Wyoming
$265K
WFM
1313
Wolff Financial Management
Michigan
$264K
BMCM
1314
Bryn Mawr Capital Management
Pennsylvania
$264K
MFC
1315
Morris Financial Concepts
South Carolina
$263K
SIA
1316
SeaBridge Investment Advisors
New Jersey
$263K
MP
1317
McDonald Partners
Ohio
$262K
LWP
1318
LFG Wealth Partners
Kentucky
$262K
VCM
1319
Virtue Capital Management
Tennessee
$261K
DP
1320
Dearborn Partners
Illinois
$261K
BFG
1321
Bouchey Financial Group
New York
$260K
CAG
1322
Crestwood Advisors Group
Massachusetts
$258K
HIC
1323
Hartline Investment Corp
Illinois
$258K
IWS
1324
Insight Wealth Strategies
California
$258K
FPCP
1325
Fort Point Capital Partners
California
$257K