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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
NRG
1601
Nemes Rush Group
Michigan
$228
EAM
1602
Eukles Asset Management
Ohio
$98
CP
1603
Canopy Partners
Ohio
$65
TC
1604
Truvestments Capital
Florida
$33
HNW
1605
High Note Wealth
Minnesota
$30
RTL
1606
Red Tortoise LLC
Georgia
$21
Kovitz Investment Group Partners
1607
Kovitz Investment Group Partners
Illinois
FCI
1608
Financial Counselors Inc
Kansas
CPRC
1609
Consolidated Portfolio Review Corp
New York
AT
1610
Arlington Trust
Alabama
QAM
1611
Q3 Asset Management
Michigan
MC
1612
McCarthy & Cox
Ohio
M1FG
1613
Mach-1 Financial Group
Arkansas
BIM
1614
Bridges Investment Management
Nebraska
SFC
1615
Strategic Financial Concepts
Texas
BOSSRA
1616
B.O.S.S. Retirement Advisors
Utah
NAS
1617
NWF Advisory Services
California
NCFG
1618
New Century Financial Group
New Jersey
BJL
1619
Brighton Jones LLC
Washington
TPW
1620
Tiller Private Wealth
Pennsylvania
FGA
1621
Fortis Group Advisors
New Jersey
CP
1622
Castleview Partners
Texas
SWP
1623
Significant Wealth Partners
Illinois
LFA
1624
LGT Financial Advisors
Texas
RL
1625
Retireful LLC
Michigan