SCHG icon

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
TWM
1351
Tanager Wealth Management
United Kingdom
$239K
NW
1352
Naviter Wealth
Arkansas
$238K
CFO
1353
Collective Family Office
Pennsylvania
$236K
MYIA
1354
Mount Yale Investment Advisors
Colorado
$236K
DI
1355
Decision Investments
California
$235K
MAWAG
1356
Mid-American Wealth Advisory Group
Missouri
$233K
SDWIA
1357
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K
PFA
1358
Pathway Financial Advisers
Indiana
$232K
IF
1359
Intrua Financial
Texas
$232K
BCV
1360
Banque Cantonale Vaudoise
Switzerland
$232K
ISL
1361
Ingalls & Snyder LLC
New York
$232K
EFS
1362
Essex Financial Services
Connecticut
$232K
MHC
1363
Meyer Handelman Company
New York
$231K
NCM
1364
Noesis Capital Mangement
Florida
$230K
SC
1365
Shuttleworth & Co
Ohio
$229K
EFS
1366
Econ Financial Services
Pennsylvania
$229K
JIC
1367
Joel Isaacson & Co
New York
$229K
FNBT
1368
FineMark National Bank & Trust
Florida
$228K
AF
1369
Apollon Financial
South Carolina
$228K
FWM
1370
Forza Wealth Management
Florida
$227K
SBWIC
1371
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K
IAG
1372
Investment Advisory Group
Massachusetts
$226K
CWA
1373
Clarity Wealth Advisors
California
$225K
CAMG
1374
CWA Asset Management Group
Florida
$225K
ACP
1375
Aviance Capital Partners
Florida
$224K