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Schwab US Large-Cap Growth ETF

1,607 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
BWM
1401
BlackDiamond Wealth Management
New York
$205K
MAM
1402
MMA Asset Management
Pennsylvania
$205K
CWA
1403
Crusonia Wealth Advisors
Colorado
$205K
EFL
1404
ERn Financial LLC
Wisconsin
$205K
SSWM
1405
Sheets Smith Wealth Management
North Carolina
$204K
RA
1406
Riversedge Advisors
Delaware
$203K
BBI
1407
Baxter Bros Inc
Connecticut
$203K
EAM
1408
Empirical Asset Management
Massachusetts
$202K
BFS
1409
Beacon Financial Strategies
North Carolina
$202K
CWA
1410
Centennial Wealth Advisory
Michigan
$201K
MWA
1411
Merkkuri Wealth Advisors
New York
$201K
PI
1412
PFG Investments
New York
$200K
HWA
1413
Heritage Wealth Advisors
Virginia
$200K
QC
1414
Quent Capital
New York
$200K
AIM
1415
Anchor Investment Management
South Carolina
$198K
PK
1416
Pflug Koory
Nebraska
$191K
TAM
1417
Tucker Asset Management
Colorado
$190K
CT
1418
Clearstead Trust
Maine
$188K
HNB
1419
Huntington National Bank
Ohio
$187K
UCB
1420
United Community Bank
South Carolina
$183K
SC
1421
SouthState Corp
Florida
$176K
QCG
1422
Quadrant Capital Group
Ohio
$176K
HPC
1423
HM Payson & Co
Maine
$173K
KSB
1424
Kennebec Savings Bank
Maine
$171K
BIA
1425
Bell Investment Advisors
California
$170K