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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
PAI
1351
Pittenger & Anderson Inc
Nebraska
$255K
NWA
1352
Navis Wealth Advisors
New York
$253K -$64K -1,968 -20%
WFS
1353
Weitzel Financial Services
Iowa
$252K +$5.04K +155 +2%
SFO
1354
Stenger Family Office
Illinois
$252K
ZIC
1355
ZWJ Investment Counsel
Georgia
$252K
EWP
1356
Elevation Wealth Partners
California
$251K -$7.94K -244 -3%
CA
1357
Crewe Advisors
Utah
$251K
RMP
1358
Richards, Merrill & Peterson
Washington
$250K -$12.8K -394 -5%
PWM
1359
Penobscot Wealth Management
Maine
$250K +$260 +8 +0.1%
BCP
1360
Berkeley Capital Partners
Georgia
$249K -$9.43K -290 -4%
AIFAIM
1361
American Institute for Advanced Investment Management
Arizona
$248K
BA
1362
Bridgewater Advisors
New York
$247K -$51.6K -1,588 -17%
RIM
1363
Redwood Investment Management
Arizona
$247K -$17.9K -551 -7%
AFW
1364
Avantra Family Wealth
Pennsylvania
$246K
CIA
1365
Cladis Investment Advisory
Montana
$246K
GAM
1366
Grandview Asset Management
Pennsylvania
$245K +$195 +6 +0.1%
BWM
1367
BNC Wealth Management
Oregon
$241K -$36.3K -1,117 -13%
WFP
1368
Welch Financial Planning
Colorado
$241K +$240K +7,392 New
RA
1369
Rodgers & Associates
Pennsylvania
$240K -$13K -400 -5%
BA
1370
Bellwether Advisors
Nebraska
$239K
SAM
1371
SP Asset Management
California
$239K +$163 +5 +0.1%
NFG
1372
Nations Financial Group
Iowa
$239K +$239K +7,335 New
AMIM
1373
Aull & Monroe Investment Management
Alabama
$239K +$16.8K +516 +8%
TWM
1374
Tanager Wealth Management
United Kingdom
$239K +$238K +7,323 New
NW
1375
Naviter Wealth
Arkansas
$238K +$237K +7,286 New