We are live on ! Find out more
SCHG icon

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
CIA
126
Concurrent Investment Advisors
Florida
$32.3M -$3.53M -108,619 -10%
AF
127
Allworth Financial
California
$31.7M +$10.9M +334,473 +52%
DP
128
Denver PWM
Colorado
$31.5M
MWM
129
Modera Wealth Management
New Jersey
$31.5M -$542K -16,660 -2%
SIA
130
Serenity Investment Advisors
Illinois
$31.4M +$31.2M +959,764 New
UW
131
Unique Wealth
Florida
$31.2M +$6.6M +202,865 +27%
SPC
132
Sigma Planning Corp
Michigan
$31.1M +$222K +6,828 +0.7%
SAM
133
Smithbridge Asset Management
Pennsylvania
$30.8M +$15.2M +467,936 +98%
SLP
134
Storen Legacy Partners
Indiana
$30.6M +$30.5M +938,072 New
IA
135
IFP Advisors
Florida
$30.5M -$356K -10,934 -1%
IP
136
Ignite Planners
California
$30.3M +$990K +30,433 +3%
GC
137
Garde Capital
Washington
$29.9M -$221K -6,794 -0.7%
MOS
138
MGO One Seven
Ohio
$29.8M +$258K +7,940 +0.9%
GRP
139
Global Retirement Partners
California
$29.3M +$23.5M +721,088 +406%
BDWCC
140
B&D White Capital Company
Texas
$29.3M -$3.19M -98,114 -10%
AIA
141
Ally Invest Advisors
North Carolina
$29.1M -$21.9K -674 -0.1%
BA
142
Ballast Advisors
Minnesota
$28.5M -$649K -19,954 -2%
EFG
143
Ethos Financial Group
Pennsylvania
$28.5M -$907K -27,898 -3%
WCM
144
Weaver Capital Management
Georgia
$28.3M +$2.96M +90,984 +12%
MWM
145
MOR Wealth Management
Pennsylvania
$28.2M +$28.1M +864,003 New
MWM
146
Meridian Wealth Management
Kentucky
$27.9M +$857K +26,337 +3%
BCI
147
Brinker Capital Investments
Pennsylvania
$27.8M +$6.25M +192,198 +29%
PWM
148
Perigon Wealth Management
California
$27.8M -$59.4K -1,826 -0.2%
TPCW
149
TD Private Client Wealth
New York
$27.6M +$4.6M +141,394 +20%
Citigroup
150
Citigroup
New York
$27.4M +$5.23M +160,770 +24%