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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
JFA
1476
JNBA Financial Advisors
Minnesota
$95.5K +$65 +2 +0.1%
CPG
1477
Cornerstone Planning Group
New Jersey
$95.3K +$90.1K +2,770 +1,710%
JHCP
1478
Jackson Hole Capital Partners
Oklahoma
$93.9K
WG
1479
Wellington Group
Indiana
$91.6K +$91.3K +2,807 New
W
1480
WealthCollab
Washington
$85.5K +$52.7K +1,621 +162%
EA
1481
Evolution Advisers
Virginia
$85K
PCA
1482
Providence Capital Advisors
North Carolina
$84.4K
LAMC
1483
Longview Asset Management (California)
California
$81.8K
CVM
1484
Cheviot Value Management
California
$81.8K +$65 +2 +0.1%
IWM
1485
Inlight Wealth Management
Georgia
$81.5K -$16.3K -500 -17%
BCM
1486
Blume Capital Management
California
$78.3K
DF
1487
Dunhill Financial
United Kingdom
$76.1K +$58.8K +1,809 +345%
HFS
1488
Horizon Financial Services
North Carolina
$76.1K -$9.95K -306 -12%
JFGIW
1489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
KA
1490
Kozak & Associates
Colorado
$75K +$65 +2 +0.1%
HWP
1491
Highline Wealth Partners
California
$74.5K -$1.33K -41 -2%
SWM
1492
SHP Wealth Management
Massachusetts
$74.5K +$74.3K +2,283 New
RF
1493
Rossby Financial
Florida
$73.7K
UFPG
1494
United Financial Planning Group
New York
$69.2K +$1.69K +52 +3%
CHC
1495
City Holding Co
West Virginia
$68.5K
BSB
1496
Bangor Savings Bank
Maine
$66.5K
EWM
1497
Evolution Wealth Management
Florida
$64.8K -$10K -308 -13%
RWM
1498
RMG Wealth Management
Wisconsin
$64.3K -$161M -4,948,421 -100%
WA
1499
Whipplewood Advisors
Colorado
$64.1K -$9.86K -303 -13%
DPW
1500
DiNuzzo Private Wealth
Pennsylvania
$62.9K