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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
GF
1551
GGM Financials
Ohio
$21K
CTA
1552
Colonial Trust Advisors
South Carolina
$20.4K
IRAG
1553
Investment Research & Advisory Group
Georgia
$20K -$33 -1 -0.2%
AEPWM
1554
Atlantic Edge Private Wealth Management
Florida
$19.9K +$33 +1 +0.2%
CYG
1555
Clean Yield Group
Vermont
$19.8K
Q1WB
1556
Quest 10 Wealth Builders
Virginia
$19.3K -$46.9K -1,442 -71%
AF
1557
Alerus Financial
North Dakota
$18.9K
RIL
1558
Rothschild Investment LLC
Illinois
$18.8K
M
1559
MOTCO
Texas
$17.8K
JFG
1560
JDM Financial Group
Texas
$16.7K
BBHC
1561
Brown Brothers Harriman & Co
New York
$16.3K +$16.3K +501 New
OC
1562
Oakworth Capital
Alabama
$15.8K
CAM
1563
Chesapeake Asset Management
New York
$15.7K
MAM
1564
Morse Asset Management
Connecticut
$15.5K -$163 -5 -1%
FDCDDQ
1565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K +$325 +10 +2%
HIA
1566
Harbor Investment Advisory
Maryland
$15K
LI
1567
LRI Investments
Florida
$14.6K
AGWCA
1568
Annis Gardner Whiting Capital Advisors
Florida
$13K
1L
1569
10Elms LLP
Oklahoma
$12.8K
FCT
1570
First Community Trust
Iowa
$12.6K
CT
1571
Colonial Trust
South Carolina
$12.3K +$12.2K +376 New
OCM
1572
Osbon Capital Management
Massachusetts
$11.3K +$11.3K +347 New
VWM
1573
Valley Wealth Managers
New Jersey
$9.92K -$19.5K -600 -66%
GWS
1574
Greykasell Wealth Strategies
California
$9.8K +$33 +1 +0.3%
CCM
1575
Chilton Capital Management
Texas
$9.79K -$91.9K -2,825 -90%