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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
PPL
1451
Planning Project LLC
Texas
$99.7K
DJSG
1452
D.J. St. Germain
Massachusetts
$98.2K
JFA
1453
JNBA Financial Advisors
Minnesota
$95.5K
CPG
1454
Cornerstone Planning Group
New Jersey
$95.3K
JHCP
1455
Jackson Hole Capital Partners
Oklahoma
$93.9K
W
1456
WealthCollab
Washington
$85.5K
EA
1457
Evolution Advisers
Virginia
$85K
PCA
1458
Providence Capital Advisors
North Carolina
$84.4K
LAMC
1459
Longview Asset Management (California)
California
$81.8K
CVM
1460
Cheviot Value Management
California
$81.8K
IWM
1461
Inlight Wealth Management
Georgia
$81.5K
BCM
1462
Blume Capital Management
California
$78.3K
DF
1463
Dunhill Financial
United Kingdom
$76.1K
HFS
1464
Horizon Financial Services
North Carolina
$76.1K
JFGIW
1465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
KA
1466
Kozak & Associates
Colorado
$75K
HWP
1467
Highline Wealth Partners
California
$74.5K
SWM
1468
SHP Wealth Management
Massachusetts
$74.5K
RF
1469
Rossby Financial
Florida
$73.7K
UFPG
1470
United Financial Planning Group
New York
$69.2K
CHC
1471
City Holding Co
West Virginia
$68.5K
BSB
1472
Bangor Savings Bank
Maine
$66.5K
EWM
1473
Evolution Wealth Management
Florida
$64.8K
RWM
1474
RMG Wealth Management
Wisconsin
$64.3K
WA
1475
Whipplewood Advisors
Colorado
$64.1K