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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
MWA
1401
Merkkuri Wealth Advisors
New York
$201K
PI
1402
PFG Investments
New York
$200K
HWA
1403
Heritage Wealth Advisors
Virginia
$200K
QC
1404
Quent Capital
New York
$200K
AIM
1405
Anchor Investment Management
South Carolina
$198K
PK
1406
Pflug Koory
Nebraska
$191K
TAM
1407
Tucker Asset Management
Colorado
$190K
CT
1408
Clearstead Trust
Maine
$188K
HNB
1409
Huntington National Bank
Ohio
$187K
UCB
1410
United Community Bank
South Carolina
$183K
SC
1411
SouthState Corp
Florida
$176K
QCG
1412
Quadrant Capital Group
Ohio
$176K
HPC
1413
HM Payson & Co
Maine
$173K
KSB
1414
Kennebec Savings Bank
Maine
$171K
BIA
1415
Bell Investment Advisors
California
$170K
WTA
1416
Washington Trust Advisors
Massachusetts
$163K
TCM
1417
TD Capital Management
Tennessee
$160K
FHC
1418
First Horizon Corporation
Tennessee
$157K
LWM
1419
Lodestone Wealth Management
Washington
$156K
YP
1420
YANKCOM Partnership
South Dakota
$150K
Qube Research & Technologies (QRT)
1421
Qube Research & Technologies (QRT)
United Kingdom
$150K
GJIA
1422
Glass Jacobson Investment Advisors
Maryland
$149K
HHGA
1423
Halbert Hargrove Global Advisors
California
$149K
SFAM
1424
Sawyer Falduto Asset Management
Illinois
$147K
CNBTD
1425
Citizens National Bank Trust Department
Mississippi
$142K