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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
MCP
1326
Mirador Capital Partners
California
$270K +$3.67K +113 +1%
KG
1327
Kilter Group
New York
$269K
BFA
1328
Brown Financial Advisory
Alabama
$269K
IPA
1329
Investment Planning Advisors
Georgia
$269K -$5.24K -161 -2%
EB
1330
Emprise Bank
Kansas
$268K
LCAM
1331
London & Capital Asset Management
United Kingdom
$268K +$267K +8,204 New
SAM
1332
Synergy Asset Management
Washington
$267K +$266K +8,171 New
FFA
1333
Fragasso Financial Advisors
Pennsylvania
$266K +$260 +8 +0.1%
WHCFA
1334
William Howard & Co Financial Advisors
Tennessee
$266K +$260 +8 +0.1%
CCMW
1335
Cypress Capital Management (Wyoming)
Wyoming
$265K -$15.1K -465 -5%
WFM
1336
Wolff Financial Management
Michigan
$264K -$9.82K -302 -4%
BMCM
1337
Bryn Mawr Capital Management
Pennsylvania
$264K
MFC
1338
Morris Financial Concepts
South Carolina
$263K
SIA
1339
SeaBridge Investment Advisors
New Jersey
$263K
MP
1340
McDonald Partners
Ohio
$262K +$39.8K +1,225 +18%
LWP
1341
LFG Wealth Partners
Kentucky
$262K +$261K +8,023 New
VCM
1342
Virtue Capital Management
Tennessee
$261K -$3.09M -94,967 -92%
DP
1343
Dearborn Partners
Illinois
$261K
BFG
1344
Bouchey Financial Group
New York
$260K
CAG
1345
Crestwood Advisors Group
Massachusetts
$258K +$24.8K +764 +11%
HIC
1346
Hartline Investment Corp
Illinois
$258K
IWS
1347
Insight Wealth Strategies
California
$258K +$33 +1 +0%
FPCP
1348
Fort Point Capital Partners
California
$257K +$257K +7,907 New
GT
1349
Glenmede Trust
Pennsylvania
$256K +$255K +7,840 New
LOWM
1350
Laurel Oak Wealth Management
New Jersey
$255K +$254K +7,816 New