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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
Qube Research & Technologies (QRT)
1451
Qube Research & Technologies (QRT)
United Kingdom
$150K -$1.1M -33,789 -88%
GJIA
1452
Glass Jacobson Investment Advisors
Maryland
$149K +$65.7K +2,020 +79%
HHGA
1453
Halbert Hargrove Global Advisors
California
$149K
SFAM
1454
Sawyer Falduto Asset Management
Illinois
$147K +$147K +4,514 New
CNBTD
1455
Citizens National Bank Trust Department
Mississippi
$142K
FCAS
1456
First Command Advisory Services
Texas
$135K -$3.22K -99 -2%
CCAM
1457
Cascades Capital Asset Management
North Carolina
$134K
VCM
1458
Versant Capital Management
Arizona
$134K +$100K +3,077 +302%
MLA
1459
MB, Levis & Associates
Pennsylvania
$131K +$130 +4 +0.1%
CWP
1460
Concord Wealth Partners
Virginia
$131K
LB
1461
Legacy Bridge
Iowa
$130K -$11.8K -364 -8%
CMBA
1462
C.M. Bidwell & Associates
Hawaii
$128K +$65 +2 +0.1%
LWANC
1463
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K +$127K +3,904 New
FF
1464
Friedenthal Financial
New Jersey
$127K
BFPW
1465
BOK Financial Private Wealth
Colorado
$125K -$4.42K -136 -3%
PS
1466
Pinney & Scofield
Massachusetts
$123K
WWM
1467
Wolff Wiese Magana
California
$116K +$130 +4 +0.1%
TFGT
1468
TS Financial Group (TSFG)
Illinois
$114K -$16.8K -515 -13%
T
1469
Tidemark
California
$107K +$11.1K +342 +12%
TFA
1470
Toth Financial Advisory
Virginia
$107K +$8.26K +254 +8%
AIA
1471
Armor Investment Advisors
North Carolina
$106K
CRI
1472
Commonwealth Retirement Investments
Virginia
$103K +$103K +3,171 New
AIP
1473
Ameritas Investment Partners
Nebraska
$102K
PPL
1474
Planning Project LLC
Texas
$99.7K +$99.4K +3,055 New
DJSG
1475
D.J. St. Germain
Massachusetts
$98.2K -$8.62K -265 -8%