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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
MFT
1526
Moisand Fitzgerald Tamayo
Florida
$42.5K
TCOV
1527
Trust Company of Vermont
Vermont
$41.8K -$67.7K -2,083 -62%
SL
1528
Salomon & Ludwin
Virginia
$40.4K
AUB
1529
Atlantic Union Bankshares
Virginia
$37.6K
YDMI
1530
Y.D. More Investments
Israel
$36.6K
CSPIA
1531
Cary Street Partners Investment Advisory
Virginia
$35K +$33.1K +1,019 +1,923%
CFS
1532
CGC Financial Services
Oregon
$34.5K
PFM
1533
Phillips Financial Management
Indiana
$33.1K
KFI
1534
Key Financial Inc
Pennsylvania
$30K -$7.03K -216 -19%
GAFA
1535
Garton & Associates Financial Advisors
Kentucky
$26.7K +$26.6K +819 New
FGAM
1536
Financial Gravity Asset Management
Texas
$26.7K -$132K -4,049 -83%
EDRH
1537
Edmond de Rothschild Holding
Switzerland
$26.6K
WA
1538
Westfuller Advisors
New York
$26.1K
TBFA
1539
Three Bearings Fiduciary Advisors
New Hampshire
$25.8K +$26.2K +805 New
CBT
1540
Crews Bank & Trust
Florida
$25.2K
HR
1541
Howe & Rusling
New York
$25.1K -$14.4K -444 -37%
AP
1542
Atwood & Palmer
Missouri
$25K
AWM
1543
Activest Wealth Management
Florida
$24.4K +$24.3K +748 New
VWA
1544
Valued Wealth Advisors
Utah
$24.2K -$228 -7 -0.9%
SIS
1545
Sound Income Strategies
Florida
$22.9K +$2.6K +80 +13%
BCM
1546
Basso Capital Management
Connecticut
$22.6K
NWMP
1547
Noble Wealth Management PBC
Colorado
$22.1K +$4.91K +151 +29%
MHR
1548
Matthew Hamilton Rosenberg
$21.4K
AWM
1549
Aberdeen Wealth Management
Illinois
$21.4K +$520 +16 +3%
ACM
1550
Anfield Capital Management
California
$21.2K