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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
GT
1326
Glenmede Trust
Pennsylvania
$256K
LOWM
1327
Laurel Oak Wealth Management
New Jersey
$255K
PAI
1328
Pittenger & Anderson Inc
Nebraska
$255K
NWA
1329
Navis Wealth Advisors
New York
$253K
WFS
1330
Weitzel Financial Services
Iowa
$252K
SFO
1331
Stenger Family Office
Illinois
$252K
ZIC
1332
ZWJ Investment Counsel
Georgia
$252K
EWP
1333
Elevation Wealth Partners
California
$251K
CA
1334
Crewe Advisors
Utah
$251K
RMP
1335
Richards, Merrill & Peterson
Washington
$250K
PWM
1336
Penobscot Wealth Management
Maine
$250K
BCP
1337
Berkeley Capital Partners
Georgia
$249K
AIFAIM
1338
American Institute for Advanced Investment Management
Arizona
$248K
BA
1339
Bridgewater Advisors
New York
$247K
RIM
1340
Redwood Investment Management
Arizona
$247K
AFW
1341
Avantra Family Wealth
Pennsylvania
$246K
CIA
1342
Cladis Investment Advisory
Montana
$246K
GAM
1343
Grandview Asset Management
Pennsylvania
$245K
BWM
1344
BNC Wealth Management
Oregon
$241K
WFP
1345
Welch Financial Planning
Colorado
$241K
RA
1346
Rodgers & Associates
Pennsylvania
$240K
BA
1347
Bellwether Advisors
Nebraska
$239K
SAM
1348
SP Asset Management
California
$239K
NFG
1349
Nations Financial Group
Iowa
$239K
AMIM
1350
Aull & Monroe Investment Management
Alabama
$239K