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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
CFO
1376
Collective Family Office
Pennsylvania
$236K -$3.58K -110 -1%
MYIA
1377
Mount Yale Investment Advisors
Colorado
$236K +$390 +12 +0.2%
DI
1378
Decision Investments
California
$235K +$234K +7,200 New
MAWAG
1379
Mid-American Wealth Advisory Group
Missouri
$233K +$233K +7,152 New
SDWIA
1380
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$11.6K +356 +5%
PFA
1381
Pathway Financial Advisers
Indiana
$232K +$8.85K +272 +4%
IF
1382
Intrua Financial
Texas
$232K
BCV
1383
Banque Cantonale Vaudoise
Switzerland
$232K -$153K -4,707 -40%
ISL
1384
Ingalls & Snyder LLC
New York
$232K
EFS
1385
Essex Financial Services
Connecticut
$232K +$231K +7,108 New
MHC
1386
Meyer Handelman Company
New York
$231K
NCM
1387
Noesis Capital Mangement
Florida
$230K +$10.4K +321 +5%
SC
1388
Shuttleworth & Co
Ohio
$229K -$8.78K -270 -4%
EFS
1389
Econ Financial Services
Pennsylvania
$229K -$228 -7 -0.1%
JIC
1390
Joel Isaacson & Co
New York
$229K -$18.1K -556 -7%
FNBT
1391
FineMark National Bank & Trust
Florida
$228K
AF
1392
Apollon Financial
South Carolina
$228K +$227K +6,986 New
FWM
1393
Forza Wealth Management
Florida
$227K -$30.8K -948 -12%
SBWIC
1394
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K
IAG
1395
Investment Advisory Group
Massachusetts
$226K -$18.5K -568 -8%
CWA
1396
Clarity Wealth Advisors
California
$225K +$224K +6,896 New
CAMG
1397
CWA Asset Management Group
Florida
$225K -$1.63K -50 -0.7%
ACP
1398
Aviance Capital Partners
Florida
$224K +$33 +1 +0%
RC
1399
Roundview Capital
New Jersey
$224K +$7.68K +236 +4%
Susquehanna International Group
1400
Susquehanna International Group
Pennsylvania
$224K +$223K +6,861 New