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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 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 → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
OAP
1376
One Advisory Partners
Kansas
$218K
CWS
1377
Cypress Wealth Services
California
$217K
CPA
1378
Compass Planning Associates
Massachusetts
$217K
HWA
1379
Hillcrest Wealth Advisors
New Jersey
$217K
PGF
1380
Plan Group Financial
Oklahoma
$216K
SFG
1381
Strive Financial Group
Indiana
$216K
DF
1382
Define Financial
California
$216K
PAMG
1383
Patton Albertson Miller Group
Tennessee
$212K
FNA
1384
First National Advisers
Nebraska
$211K
HCM
1385
Howard Capital Management
Georgia
$210K
PCM
1386
Palouse Capital Management
Washington
$210K
PAM
1387
Pegasus Asset Management
New York
$210K
SCM
1388
Saxony Capital Management
Missouri
$210K
RPSA
1389
Richard P. Slaughter Associates
Texas
$207K
BWM
1390
BlackDiamond Wealth Management
New York
$205K
MAM
1391
MMA Asset Management
Pennsylvania
$205K
CWA
1392
Crusonia Wealth Advisors
Colorado
$205K
EFL
1393
ERn Financial LLC
Wisconsin
$205K
ACAL
1394
AG Campbell Advisory, LLC
Maryland
$205K
SSWM
1395
Sheets Smith Wealth Management
North Carolina
$204K
RA
1396
Riversedge Advisors
Delaware
$203K
BBI
1397
Baxter Bros Inc
Connecticut
$203K
EAM
1398
Empirical Asset Management
Massachusetts
$202K
BFS
1399
Beacon Financial Strategies
North Carolina
$202K
CWA
1400
Centennial Wealth Advisory
Michigan
$201K