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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
CTA
1526
Colonial Trust Advisors
South Carolina
$20.4K
IRAG
1527
Investment Research & Advisory Group
Georgia
$20K
AEPWM
1528
Atlantic Edge Private Wealth Management
Florida
$19.9K
CYG
1529
Clean Yield Group
Vermont
$19.8K
Q1WB
1530
Quest 10 Wealth Builders
Virginia
$19.3K
AF
1531
Alerus Financial
North Dakota
$18.9K
RIL
1532
Rothschild Investment LLC
Illinois
$18.8K
M
1533
MOTCO
Texas
$17.8K
JFG
1534
JDM Financial Group
Texas
$16.7K
BBHC
1535
Brown Brothers Harriman & Co
New York
$16.3K
OC
1536
Oakworth Capital
Alabama
$15.8K
CAM
1537
Chesapeake Asset Management
New York
$15.7K
MAM
1538
Morse Asset Management
Connecticut
$15.5K
FDCDDQ
1539
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K
HIA
1540
Harbor Investment Advisory
Maryland
$15K
LI
1541
LRI Investments
Florida
$14.6K
AGWCA
1542
Annis Gardner Whiting Capital Advisors
Florida
$13K
1L
1543
10Elms LLP
Oklahoma
$12.8K
FCT
1544
First Community Trust
Iowa
$12.6K
CT
1545
Colonial Trust
South Carolina
$12.3K
OCM
1546
Osbon Capital Management
Massachusetts
$11.3K
VWM
1547
Valley Wealth Managers
New Jersey
$9.92K
GWS
1548
Greykasell Wealth Strategies
California
$9.8K
CCM
1549
Chilton Capital Management
Texas
$9.79K
TCA
1550
Trifecta Capital Advisors
Illinois
$9.79K