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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
NRG
1626
Nemes Rush Group
Michigan
$228 +$228 +7 New
EAM
1627
Eukles Asset Management
Ohio
$98
CP
1628
Canopy Partners
Ohio
$65 -$102K -3,141 -100%
TC
1629
Truvestments Capital
Florida
$33 -$21.9K -674 -100%
HNW
1630
High Note Wealth
Minnesota
$30
RTL
1631
Red Tortoise LLC
Georgia
$21
Kovitz Investment Group Partners
1632
Kovitz Investment Group Partners
Illinois
-$182M -5,701,018 Closed
FCI
1633
Financial Counselors Inc
Kansas
-$23.6M -740,237 Closed
CPRC
1634
Consolidated Portfolio Review Corp
New York
-$5.34M -167,253 Closed
AT
1635
Arlington Trust
Alabama
-$4.65M -145,800 Closed
QAM
1636
Q3 Asset Management
Michigan
-$4.5M -141,160 Closed
MC
1637
McCarthy & Cox
Ohio
-$2.34M -73,453 Closed
M1FG
1638
Mach-1 Financial Group
Arkansas
-$1.12M -35,243 Closed
BIM
1639
Bridges Investment Management
Nebraska
-$969K -30,364 Closed
SFC
1640
Strategic Financial Concepts
Texas
-$940K -29,451 Closed
BOSSRA
1641
B.O.S.S. Retirement Advisors
Utah
-$877K -27,490 Closed
NAS
1642
NWF Advisory Services
California
-$843K -26,411 Closed
NCFG
1643
New Century Financial Group
New Jersey
-$709K -22,220 Closed
BJL
1644
Brighton Jones LLC
Washington
-$596K -18,673 Closed
TPW
1645
Tiller Private Wealth
Pennsylvania
-$549K -17,200 Closed
FGA
1646
Fortis Group Advisors
New Jersey
-$502K -15,043 Closed
CP
1647
Castleview Partners
Texas
-$468K -14,669 Closed
SWP
1648
Significant Wealth Partners
Illinois
-$439K -13,747 Closed
LFA
1649
LGT Financial Advisors
Texas
-$414K -12,979 Closed
RL
1650
Retireful LLC
Michigan
-$374K -11,735 Closed