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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
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
PFM
1501
Phillips Financial Management
Indiana
$33.1K
KFI
1502
Key Financial Inc
Pennsylvania
$30K
GAFA
1503
Garton & Associates Financial Advisors
Kentucky
$26.7K
FGAM
1504
Financial Gravity Asset Management
Texas
$26.7K
EDRH
1505
Edmond de Rothschild Holding
Switzerland
$26.6K
WA
1506
Westfuller Advisors
New York
$26.1K
CBT
1507
Crews Bank & Trust
Florida
$25.2K
HR
1508
Howe & Rusling
New York
$25.1K
AP
1509
Atwood & Palmer
Missouri
$25K
AWM
1510
Activest Wealth Management
Florida
$24.4K
VWA
1511
Valued Wealth Advisors
Utah
$24.2K
SIS
1512
Sound Income Strategies
Florida
$22.9K
BCM
1513
Basso Capital Management
Connecticut
$22.6K
NWMP
1514
Noble Wealth Management PBC
Colorado
$22.1K
MHR
1515
Matthew Hamilton Rosenberg
$21.4K
AWM
1516
Aberdeen Wealth Management
Illinois
$21.4K
ACM
1517
Anfield Capital Management
California
$21.2K
GF
1518
GGM Financials
Ohio
$21K
CTA
1519
Colonial Trust Advisors
South Carolina
$20.4K
IRAG
1520
Investment Research & Advisory Group
Georgia
$20K
AEPWM
1521
Atlantic Edge Private Wealth Management
Florida
$19.9K
CYG
1522
Clean Yield Group
Vermont
$19.8K
Q1WB
1523
Quest 10 Wealth Builders
Virginia
$19.3K
AF
1524
Alerus Financial
North Dakota
$18.9K
RIL
1525
Rothschild Investment LLC
Illinois
$18.8K