SCHG icon

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
AIC
1551
Archer Investment Corporation
Indiana
$9.46K
OPTFSNA
1552
Old Point Trust & Financial Services N A
Virginia
$9K
CSB
1553
City State Bank
Iowa
$9K
WWM
1554
Woodside Wealth Management
Massachusetts
$8.74K
BDPWM
1555
Barnes Dennig Private Wealth Management
Ohio
$8.35K
BIM
1556
Breakwater Investment Management
Washington
$8.22K
GWP
1557
Gen-Wealth Partners
Michigan
$8.22K
CMA
1558
Cedar Mountain Advisors
Oregon
$8.09K
TCM
1559
Triumph Capital Management
Colorado
$7.7K
WAG
1560
Wilkerson Advisory Group
Missouri
$7.63K
LGWM
1561
Litman Gregory Wealth Management
California
$7.05K
RA
1562
Ransom Advisory
Rhode Island
$6.57K
WIM
1563
Westside Investment Management
California
$6.52K
BCMIO
1564
Beacon Capital Management Inc (Ohio)
Ohio
$6K
WPA
1565
Wealth Preservation Advisors
Tennessee
$5.74K
MSFP
1566
Mark Sheptoff Financial Planning
Connecticut
$5.74K
FFO
1567
Fortitude Family Office
Arizona
$5.22K
DFC
1568
DB Fitzpatrick & Co
Idaho
$4.6K
HFS
1569
Hughes Financial Services
Virginia
$4.34K
GWM
1570
Greenline Wealth Management
Florida
$3.94K
SAS
1571
Spurstone Advisory Services
Connecticut
$3.65K
GWSG
1572
GPS Wealth Strategies Group
Colorado
$3.39K
NFSG
1573
Newbridge Financial Services Group
Florida
$3.26K
MWPCG
1574
Measured Wealth Private Client Group
New Hampshire
$3.1K
CAL
1575
Capital Analysts LLC
Pennsylvania
$3K