We are live on ! Find out more
SCHG icon

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
TF
1401
Tudor Financial
Ohio
$223K
SP
1402
Sequent Planning
Nebraska
$219K +$219K +6,723 New
ARG
1403
Advisory Resource Group
Oklahoma
$219K +$195 +6 +0.1%
TF
1404
Threadgill Financial
Texas
$219K +$208K +6,405 New
HCMT
1405
Highland Capital Management (Tennessee)
Tennessee
$219K -$8.98K -276 -4%
HIC
1406
Holderness Investments Company
North Carolina
$218K +$218K +6,694 New
OAP
1407
One Advisory Partners
Kansas
$218K -$67.1K -2,064 -24%
CWS
1408
Cypress Wealth Services
California
$217K -$3.97K -122 -2%
CPA
1409
Compass Planning Associates
Massachusetts
$217K
HWA
1410
Hillcrest Wealth Advisors
New Jersey
$217K
PGF
1411
Plan Group Financial
Oklahoma
$216K -$14.4K -442 -6%
SFG
1412
Strive Financial Group
Indiana
$216K +$215K +6,615 New
DF
1413
Define Financial
California
$216K +$228 +7 +0.1%
PAMG
1414
Patton Albertson Miller Group
Tennessee
$212K -$18.6K -572 -8%
FNA
1415
First National Advisers
Nebraska
$211K
HCM
1416
Howard Capital Management
Georgia
$210K +$210K +6,451 New
PCM
1417
Palouse Capital Management
Washington
$210K -$1.17K -36 -0.6%
PAM
1418
Pegasus Asset Management
New York
$210K -$21.2K -653 -9%
SCM
1419
Saxony Capital Management
Missouri
$210K +$209K +6,427 New
RPSA
1420
Richard P. Slaughter Associates
Texas
$207K -$27.4K -841 -12%
BWM
1421
BlackDiamond Wealth Management
New York
$205K +$212K +6,533 New
MAM
1422
MMA Asset Management
Pennsylvania
$205K -$204K -6,277 -50%
CWA
1423
Crusonia Wealth Advisors
Colorado
$205K +$204K +6,285 New
EFL
1424
ERn Financial LLC
Wisconsin
$205K
SSWM
1425
Sheets Smith Wealth Management
North Carolina
$204K -$3.22K -99 -2%