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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
EFL
1401
ERn Financial LLC
Wisconsin
$205K
SSWM
1402
Sheets Smith Wealth Management
North Carolina
$204K
RA
1403
Riversedge Advisors
Delaware
$203K
BBI
1404
Baxter Bros Inc
Connecticut
$203K
EAM
1405
Empirical Asset Management
Massachusetts
$202K
BFS
1406
Beacon Financial Strategies
North Carolina
$202K
CWA
1407
Centennial Wealth Advisory
Michigan
$201K
MWA
1408
Merkkuri Wealth Advisors
New York
$201K
PI
1409
PFG Investments
New York
$200K
HWA
1410
Heritage Wealth Advisors
Virginia
$200K
QC
1411
Quent Capital
New York
$200K
AIM
1412
Anchor Investment Management
South Carolina
$198K
PK
1413
Pflug Koory
Nebraska
$191K
TAM
1414
Tucker Asset Management
Colorado
$190K
CT
1415
Clearstead Trust
Maine
$188K
HNB
1416
Huntington National Bank
Ohio
$187K
UCB
1417
United Community Bank
South Carolina
$183K
SC
1418
SouthState Corp
Florida
$176K
QCG
1419
Quadrant Capital Group
Ohio
$176K
HPC
1420
HM Payson & Co
Maine
$173K
KSB
1421
Kennebec Savings Bank
Maine
$171K
BIA
1422
Bell Investment Advisors
California
$170K
WTA
1423
Washington Trust Advisors
Massachusetts
$163K
TCM
1424
TD Capital Management
Tennessee
$160K
FHC
1425
First Horizon Corporation
Tennessee
$157K