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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
TCA
1576
Trifecta Capital Advisors
Illinois
$9.79K
AIC
1577
Archer Investment Corporation
Indiana
$9.46K -$13.8K -424 -59%
CSB
1578
City State Bank
Iowa
$9K
OPTFSNA
1579
Old Point Trust & Financial Services N A
Virginia
$9K
WWM
1580
Woodside Wealth Management
Massachusetts
$8.74K
BDPWM
1581
Barnes Dennig Private Wealth Management
Ohio
$8.35K
BIM
1582
Breakwater Investment Management
Washington
$8.22K
GWP
1583
Gen-Wealth Partners
Michigan
$8.22K +$98 +3 +1%
CMA
1584
Cedar Mountain Advisors
Oregon
$8.09K
TCM
1585
Triumph Capital Management
Colorado
$7.7K +$7.68K +236 New
WAG
1586
Wilkerson Advisory Group
Missouri
$7.63K +$7.61K +234 New
LGWM
1587
Litman Gregory Wealth Management
California
$7.05K +$7.03K +216 New
RA
1588
Ransom Advisory
Rhode Island
$6.57K +$6.54K +201 New
WIM
1589
Westside Investment Management
California
$6.52K +$6.5K +200 New
BCMIO
1590
Beacon Capital Management Inc (Ohio)
Ohio
$6K
MSFP
1591
Mark Sheptoff Financial Planning
Connecticut
$5.74K
WPA
1592
Wealth Preservation Advisors
Tennessee
$5.74K
FFO
1593
Fortitude Family Office
Arizona
$5.22K +$5.2K +160 New
DFC
1594
DB Fitzpatrick & Co
Idaho
$4.6K
HFS
1595
Hughes Financial Services
Virginia
$4.34K
GWM
1596
Greenline Wealth Management
Florida
$3.94K +$3.94K +121 New
SAS
1597
Spurstone Advisory Services
Connecticut
$3.65K
GWSG
1598
GPS Wealth Strategies Group
Colorado
$3.39K -$135K -4,165 -98%
NFSG
1599
Newbridge Financial Services Group
Florida
$3.26K
MWPCG
1600
Measured Wealth Private Client Group
New Hampshire
$3.1K +$3.09K +95 New