SCHG icon

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
LWM
1426
Lodestone Wealth Management
Washington
$156K
YP
1427
YANKCOM Partnership
South Dakota
$150K
Qube Research & Technologies (QRT)
1428
Qube Research & Technologies (QRT)
United Kingdom
$150K
GJIA
1429
Glass Jacobson Investment Advisors
Maryland
$149K
HHGA
1430
Halbert Hargrove Global Advisors
California
$149K
SFAM
1431
Sawyer Falduto Asset Management
Illinois
$147K
CNBTD
1432
Citizens National Bank Trust Department
Mississippi
$142K
FCAS
1433
First Command Advisory Services
Texas
$135K
CCAM
1434
Cascades Capital Asset Management
North Carolina
$134K
VCM
1435
Versant Capital Management
Arizona
$134K
MLA
1436
MB, Levis & Associates
Pennsylvania
$131K
CWP
1437
Concord Wealth Partners
Virginia
$131K
LB
1438
Legacy Bridge
Iowa
$130K
CMBA
1439
C.M. Bidwell & Associates
Hawaii
$128K
LWANC
1440
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K
FF
1441
Friedenthal Financial
New Jersey
$127K
BFPW
1442
BOK Financial Private Wealth
Colorado
$125K
PS
1443
Pinney & Scofield
Massachusetts
$123K
WWM
1444
Wolff Wiese Magana
California
$116K
TFGT
1445
TS Financial Group (TSFG)
Illinois
$114K
T
1446
Tidemark
California
$107K
TFA
1447
Toth Financial Advisory
Virginia
$107K
AIA
1448
Armor Investment Advisors
North Carolina
$106K
CRI
1449
Commonwealth Retirement Investments
Virginia
$103K
AIP
1450
Ameritas Investment Partners
Nebraska
$102K