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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
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
SLP
132
Storen Legacy Partners
Indiana
$30.6M
IA
133
IFP Advisors
Florida
$30.5M
IP
134
Ignite Planners
California
$30.3M
GC
135
Garde Capital
Washington
$29.9M
MOS
136
MGO One Seven
Ohio
$29.8M
GRP
137
Global Retirement Partners
California
$29.3M
BDWCC
138
B&D White Capital Company
Texas
$29.3M
AIA
139
Ally Invest Advisors
North Carolina
$29.1M
BA
140
Ballast Advisors
Minnesota
$28.5M
EFG
141
Ethos Financial Group
Pennsylvania
$28.5M
WCM
142
Weaver Capital Management
Georgia
$28.3M
MWM
143
MOR Wealth Management
Pennsylvania
$28.2M
MWM
144
Meridian Wealth Management
Kentucky
$27.9M
BCI
145
Brinker Capital Investments
Pennsylvania
$27.8M
PWM
146
Perigon Wealth Management
California
$27.8M
TPCW
147
TD Private Client Wealth
New York
$27.6M
Citigroup
148
Citigroup
New York
$27.4M
SFA
149
Seneca Financial Advisors
New York
$27.4M
KNFPWM
150
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$27.1M