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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
DPW
1476
DiNuzzo Private Wealth
Pennsylvania
$62.9K
AWM
1477
Abound Wealth Management
Tennessee
$62.7K
BHWM
1478
Beaird Harris Wealth Management
Texas
$62.4K
CWM
1479
Copia Wealth Management
Oregon
$62.3K
MIM
1480
MTM Investment Management
South Carolina
$61.8K
LAS
1481
Lloyd Advisory Services
Georgia
$61.7K
SHIM
1482
Stone House Investment Management
Pennsylvania
$61.4K
CJ
1483
Caitlin John
Michigan
$61.3K
SC
1484
Swan Capital
Florida
$60.4K
MJRIC
1485
Mogy Joel R Investment Counsel
California
$60.2K
CCMI
1486
Creative Capital Management Investments
California
$59.5K
BWM
1487
Bernard Wealth Management
Michigan
$59.2K
RF
1488
Roxbury Financial
New Jersey
$58.7K
ME
1489
McIlrath & Eck
Washington
$58.2K
DCM
1490
Dorato Capital Management
Colorado
$57.6K
WPA
1491
West Paces Advisors
Georgia
$55.7K
TC
1492
Trust Company
Kansas
$54.6K
AT
1493
Avalon Trust
New Mexico
$52.2K
RBC
1494
Roble Belko & Company
Pennsylvania
$50K
RFG
1495
REAP Financial Group
Texas
$49.6K
MCA
1496
McGuire Capital Advisors
Oklahoma
$49.5K
MNA
1497
Manning & Napier Advisors
New York
$49.3K
KFG
1498
Kingdom Financial Group
Arizona
$49.1K
FCMT
1499
Founders Capital Management (Texas)
Texas
$46.8K
AW
1500
Avion Wealth
Texas
$43K