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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
RA
1426
Riversedge Advisors
Delaware
$203K +$203K +6,236 New
BBI
1427
Baxter Bros Inc
Connecticut
$203K -$8.94K -275 -4%
EAM
1428
Empirical Asset Management
Massachusetts
$202K -$2.93K -90 -1%
BFS
1429
Beacon Financial Strategies
North Carolina
$202K -$6.93K -213 -3%
CWA
1430
Centennial Wealth Advisory
Michigan
$201K +$201K +6,170 New
MWA
1431
Merkkuri Wealth Advisors
New York
$201K +$200K +6,154 New
PI
1432
PFG Investments
New York
$200K +$200K +6,142 New
HWA
1433
Heritage Wealth Advisors
Virginia
$200K +$33 +1 +0%
QC
1434
Quent Capital
New York
$200K +$131K +4,031 +193%
AIM
1435
Anchor Investment Management
South Carolina
$198K -$488 -15 -0.2%
PK
1436
Pflug Koory
Nebraska
$191K +$7.38K +227 +4%
TAM
1437
Tucker Asset Management
Colorado
$190K +$102K +3,122 +115%
CT
1438
Clearstead Trust
Maine
$188K
HNB
1439
Huntington National Bank
Ohio
$187K
UCB
1440
United Community Bank
South Carolina
$183K
SC
1441
SouthState Corp
Florida
$176K -$125K -3,855 -42%
QCG
1442
Quadrant Capital Group
Ohio
$176K
HPC
1443
HM Payson & Co
Maine
$173K +$32.7K +1,006 +23%
KSB
1444
Kennebec Savings Bank
Maine
$171K -$1.79K -55 -1%
BIA
1445
Bell Investment Advisors
California
$170K -$50.2K -1,544 -23%
WTA
1446
Washington Trust Advisors
Massachusetts
$163K +$163 +5 +0.1%
TCM
1447
TD Capital Management
Tennessee
$160K +$130 +4 +0.1%
FHC
1448
First Horizon Corporation
Tennessee
$157K
LWM
1449
Lodestone Wealth Management
Washington
$156K +$156K +4,786 New
YP
1450
YANKCOM Partnership
South Dakota
$150K