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Schwab US Large-Cap Growth ETF

1,597 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 183 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
EWP
1326
Elevation Wealth Partners
California
$251K
CA
1327
Crewe Advisors
Utah
$251K
RMP
1328
Richards, Merrill & Peterson
Washington
$250K
PWM
1329
Penobscot Wealth Management
Maine
$250K
BCP
1330
Berkeley Capital Partners
Georgia
$249K
AIFAIM
1331
American Institute for Advanced Investment Management
Arizona
$248K
BA
1332
Bridgewater Advisors
New York
$247K
RIM
1333
Redwood Investment Management
Arizona
$247K
AFW
1334
Avantra Family Wealth
Pennsylvania
$246K
CIA
1335
Cladis Investment Advisory
Montana
$246K
GAM
1336
Grandview Asset Management
Pennsylvania
$245K
BWM
1337
BNC Wealth Management
Oregon
$241K
WFP
1338
Welch Financial Planning
Colorado
$241K
RA
1339
Rodgers & Associates
Pennsylvania
$240K
BA
1340
Bellwether Advisors
Nebraska
$239K
SAM
1341
SP Asset Management
California
$239K
NFG
1342
Nations Financial Group
Iowa
$239K
AMIM
1343
Aull & Monroe Investment Management
Alabama
$239K
TWM
1344
Tanager Wealth Management
United Kingdom
$239K
NW
1345
Naviter Wealth
Arkansas
$238K
CFO
1346
Collective Family Office
Pennsylvania
$236K
MYIA
1347
Mount Yale Investment Advisors
Colorado
$236K
DI
1348
Decision Investments
California
$235K
MAWAG
1349
Mid-American Wealth Advisory Group
Missouri
$233K
SDWIA
1350
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K