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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
MFT
1501
Moisand Fitzgerald Tamayo
Florida
$42.5K
TCOV
1502
Trust Company of Vermont
Vermont
$41.8K
SL
1503
Salomon & Ludwin
Virginia
$40.4K
AUB
1504
Atlantic Union Bankshares
Virginia
$37.6K
YDMI
1505
Y.D. More Investments
Israel
$36.6K
CSPIA
1506
Cary Street Partners Investment Advisory
Virginia
$35K
CFS
1507
CGC Financial Services
Oregon
$34.5K
PFM
1508
Phillips Financial Management
Indiana
$33.1K
KFI
1509
Key Financial Inc
Pennsylvania
$30K
GAFA
1510
Garton & Associates Financial Advisors
Kentucky
$26.7K
FGAM
1511
Financial Gravity Asset Management
Texas
$26.7K
EDRH
1512
Edmond de Rothschild Holding
Switzerland
$26.6K
WA
1513
Westfuller Advisors
New York
$26.1K
CBT
1514
Crews Bank & Trust
Florida
$25.2K
HR
1515
Howe & Rusling
New York
$25.1K
AP
1516
Atwood & Palmer
Missouri
$25K
AWM
1517
Activest Wealth Management
Florida
$24.4K
VWA
1518
Valued Wealth Advisors
Utah
$24.2K
SIS
1519
Sound Income Strategies
Florida
$22.9K
BCM
1520
Basso Capital Management
Connecticut
$22.6K
NWMP
1521
Noble Wealth Management PBC
Colorado
$22.1K
MHR
1522
Matthew Hamilton Rosenberg
$21.4K
AWM
1523
Aberdeen Wealth Management
Illinois
$21.4K
ACM
1524
Anfield Capital Management
California
$21.2K
GF
1525
GGM Financials
Ohio
$21K