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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
Empower Advisory Group
1651
Empower Advisory Group
Colorado
-$341K -10,687 Closed
CSIA
1652
Conrad Siegel Investment Advisors
Pennsylvania
-$331K -10,378 Closed
HT
1653
Headlands Technologies
Illinois
-$286K -8,964 Closed
FFL
1654
Future Fund LLC
Illinois
-$281K -8,813 Closed
VPP
1655
Vertex Planning Partners
Illinois
-$273K -8,553 Closed
VBA
1656
von Borstel & Associates
Oregon
-$278K -8,408 Closed
DWP
1657
Daymark Wealth Partners
Ohio
-$266K -8,322 Closed
AG
1658
Advocate Group
Minnesota
-$246K -7,701 Closed
CAAS
1659
Capital Asset Advisory Services
Michigan
-$242K -7,578 Closed
PFG
1660
PAX Financial Group
Texas
-$239K -7,492 Closed
WCG
1661
Weaver Consulting Group
California
-$226K -7,074 Closed
FTWA
1662
Fifth Third Wealth Advisors
Ohio
-$225K -7,040 Closed
CPC
1663
Cookson Peirce & Co
Pennsylvania
-$215K -6,728 Closed
FWM
1664
FLP Wealth Management
Arkansas
-$214K -6,691 Closed
CRWM
1665
Castle Rock Wealth Management
California
-$204K -6,342 Closed
CWM
1666
Collaborative Wealth Management
Florida
-$201K -6,302 Closed
MSG
1667
Main Street Group
Virginia
-$139K -4,347 Closed
JWM
1668
JPL Wealth Management
Colorado
-$58.7K -1,840 Closed
HFS
1669
Hopwood Financial Services
Virginia
-$50.5K -1,584 Closed
KHC
1670
Koesten Hirschmann & Crabtree
Kansas
-$46.3K -1,451 Closed
Bessemer Group
1671
Bessemer Group
New Jersey
-$31K -985 Closed
HPIA
1672
Hamilton Point Investment Advisors
North Carolina
-$22.7K -712 Closed
FIM
1673
FWL Investment Management
Texas
-$21.6K -677 Closed
TFM
1674
TFC Financial Management
Massachusetts
-$12.8K -400 Closed
RJA
1675
Ross\Johnson & Associates
Minnesota
-$9.8K -307 Closed