SCHG icon

Schwab US Large-Cap Growth ETF

1,589 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 176 funds opening new positions, 654 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
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
AF
126
Allworth Financial
California
$31.7M
DP
127
Denver PWM
Colorado
$31.5M
MWM
128
Modera Wealth Management
New Jersey
$31.5M
UW
129
Unique Wealth
Florida
$31.2M
SPC
130
Sigma Planning Corp
Michigan
$31.1M
SAM
131
Smithbridge Asset Management
Pennsylvania
$30.8M
IA
132
IFP Advisors
Florida
$30.5M
IP
133
Ignite Planners
California
$30.3M
GC
134
Garde Capital
Washington
$29.9M
MOS
135
MGO One Seven
Ohio
$29.8M
GRP
136
Global Retirement Partners
California
$29.3M
BDWCC
137
B&D White Capital Company
Texas
$29.3M
AIA
138
Ally Invest Advisors
North Carolina
$29.1M
BA
139
Ballast Advisors
Minnesota
$28.5M
EFG
140
Ethos Financial Group
Pennsylvania
$28.5M
WCM
141
Weaver Capital Management
Georgia
$28.3M
MWM
142
MOR Wealth Management
Pennsylvania
$28.2M
MWM
143
Meridian Wealth Management
Kentucky
$27.9M
BCI
144
Brinker Capital Investments
Pennsylvania
$27.8M
PWM
145
Perigon Wealth Management
California
$27.8M
TPCW
146
TD Private Client Wealth
New York
$27.6M
Citigroup
147
Citigroup
New York
$27.4M
SFA
148
Seneca Financial Advisors
New York
$27.4M
KNFPWM
149
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$27.1M
WA
150
WBH Advisory
Maryland
$27.1M