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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
RC
1376
Roundview Capital
New Jersey
$224K
Susquehanna International Group
1377
Susquehanna International Group
Pennsylvania
$224K
TF
1378
Tudor Financial
Ohio
$223K
SP
1379
Sequent Planning
Nebraska
$219K
ARG
1380
Advisory Resource Group
Oklahoma
$219K
TF
1381
Threadgill Financial
Texas
$219K
HCMT
1382
Highland Capital Management (Tennessee)
Tennessee
$219K
HIC
1383
Holderness Investments Company
North Carolina
$218K
OAP
1384
One Advisory Partners
Kansas
$218K
CWS
1385
Cypress Wealth Services
California
$217K
CPA
1386
Compass Planning Associates
Massachusetts
$217K
HWA
1387
Hillcrest Wealth Advisors
New Jersey
$217K
PGF
1388
Plan Group Financial
Oklahoma
$216K
SFG
1389
Strive Financial Group
Indiana
$216K
DF
1390
Define Financial
California
$216K
PAMG
1391
Patton Albertson Miller Group
Tennessee
$212K
FNA
1392
First National Advisers
Nebraska
$211K
HCM
1393
Howard Capital Management
Georgia
$210K
PCM
1394
Palouse Capital Management
Washington
$210K
PAM
1395
Pegasus Asset Management
New York
$210K
SCM
1396
Saxony Capital Management
Missouri
$210K
RPSA
1397
Richard P. Slaughter Associates
Texas
$207K
BWM
1398
BlackDiamond Wealth Management
New York
$205K
MAM
1399
MMA Asset Management
Pennsylvania
$205K
CWA
1400
Crusonia Wealth Advisors
Colorado
$205K