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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
DP
126
Denver PWM
Colorado
$31.5M
MWM
127
Modera Wealth Management
New Jersey
$31.5M
UW
128
Unique Wealth
Florida
$31.2M
SPC
129
Sigma Planning Corp
Michigan
$31.1M
SAM
130
Smithbridge Asset Management
Pennsylvania
$30.8M
IA
131
IFP Advisors
Florida
$30.5M
IP
132
Ignite Planners
California
$30.3M
GC
133
Garde Capital
Washington
$29.9M
MOS
134
MGO One Seven
Ohio
$29.8M
GRP
135
Global Retirement Partners
California
$29.3M
BDWCC
136
B&D White Capital Company
Texas
$29.3M
AIA
137
Ally Invest Advisors
North Carolina
$29.1M
BA
138
Ballast Advisors
Minnesota
$28.5M
EFG
139
Ethos Financial Group
Pennsylvania
$28.5M
WCM
140
Weaver Capital Management
Georgia
$28.3M
MWM
141
MOR Wealth Management
Pennsylvania
$28.2M
MWM
142
Meridian Wealth Management
Kentucky
$27.9M
BCI
143
Brinker Capital Investments
Pennsylvania
$27.8M
PWM
144
Perigon Wealth Management
California
$27.8M
TPCW
145
TD Private Client Wealth
New York
$27.6M
Citigroup
146
Citigroup
New York
$27.4M
SFA
147
Seneca Financial Advisors
New York
$27.4M
KNFPWM
148
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$27.1M
WA
149
WBH Advisory
Maryland
$27.1M
SA
150
Sanctuary Advisors
Indiana
$26.5M