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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
AWM
1501
Abound Wealth Management
Tennessee
$62.7K -$67.1K -2,064 -52%
BHWM
1502
Beaird Harris Wealth Management
Texas
$62.4K
CWM
1503
Copia Wealth Management
Oregon
$62.3K
MIM
1504
MTM Investment Management
South Carolina
$61.8K
LAS
1505
Lloyd Advisory Services
Georgia
$61.7K -$1.67M -51,256 -96%
SHIM
1506
Stone House Investment Management
Pennsylvania
$61.4K +$61.2K +1,881 New
CJ
1507
Caitlin John
Michigan
$61.3K
SC
1508
Swan Capital
Florida
$60.4K +$60.2K +1,852 New
MJRIC
1509
Mogy Joel R Investment Counsel
California
$60.2K
CCMI
1510
Creative Capital Management Investments
California
$59.5K
BWM
1511
Bernard Wealth Management
Michigan
$59.2K +$65 +2 +0.1%
RF
1512
Roxbury Financial
New Jersey
$58.7K -$20K -616 -25%
ME
1513
McIlrath & Eck
Washington
$58.2K +$1.2K +37 +2%
DCM
1514
Dorato Capital Management
Colorado
$57.6K +$57.8K +1,776 New
WPA
1515
West Paces Advisors
Georgia
$55.7K
TC
1516
Trust Company
Kansas
$54.6K +$8.13K +250 +18%
AT
1517
Avalon Trust
New Mexico
$52.2K
RBC
1518
Roble Belko & Company
Pennsylvania
$50K +$1.59K +49 +3%
RFG
1519
REAP Financial Group
Texas
$49.6K +$20.5K +630 +71%
MCA
1520
McGuire Capital Advisors
Oklahoma
$49.5K +$49.3K +1,516 New
MNA
1521
Manning & Napier Advisors
New York
$49.3K +$48.8K +1,500 New
KFG
1522
Kingdom Financial Group
Arizona
$49.1K +$49K +1,506 New
BWA
1523
Basecamp Wealth Advisors
Washington
$47.3K +$47.2K +1,450 New
FCMT
1524
Founders Capital Management (Texas)
Texas
$46.8K +$228 +7 +0.5%
AW
1525
Avion Wealth
Texas
$43K -$49.5K -1,523 -54%