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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
SFA
151
Seneca Financial Advisors
New York
$27.4M +$786K +24,175 +3%
KNFPWM
152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$27.1M +$838K +25,751 +3%
WA
153
WBH Advisory
Maryland
$27.1M +$832K +25,596 +3%
SA
154
Sanctuary Advisors
Indiana
$26.5M +$4.49M +138,193 +20%
BMWS
155
Brady Martz Wealth Solutions
North Dakota
$26.3M -$1.21M -37,213 -4%
SF
156
Summit Financial
New Jersey
$25.9M +$1.83M +56,170 +8%
KWM
157
KRM Wealth Management
Nevada
$25.8M +$25.8M +792,149 New
MCA
158
Midwest Capital Advisors
Michigan
$25.7M -$202K -6,215 -0.8%
PA
159
Persium Advisors
Georgia
$25.7M -$38.6K -1,187 -0.2%
CP
160
Capital Planning
Washington
$25.6M +$28.1K +863 +0.1%
PWM
161
Prosperity Wealth Management
California
$24.5M +$864K +26,558 +4%
SF
162
Steffes Financial
Kansas
$24.2M +$24.2M +742,727 New
C
163
Certuity
Florida
$24.2M +$5M +153,742 +26%
HG
164
Harbor Group
New Hampshire
$24M -$1.5M -46,027 -6%
NFG
165
Northeast Financial Group
Pennsylvania
$24M +$505K +15,537 +2%
SWA
166
Stratos Wealth Advisors
Ohio
$23.8M -$437K -13,426 -2%
SW
167
SkyOak Wealth
Michigan
$23.8M +$298K +9,159 +1%
SS
168
Sunbelt Securities
Texas
$23.7M +$738K +22,693 +3%
MWP
169
Meriwether Wealth & Planning
Louisiana
$23.5M -$11.7K -359 -0%
MA
170
Mutual Advisors
Nebraska
$23.3M -$537K -16,508 -2%
EWA
171
EP Wealth Advisors
California
$23.3M +$23.2M +714,000 New
LA
172
LVW Advisors
New York
$23.3M -$313K -9,610 -1%
LTL
173
Lowery Thomas LLC
California
$23.2M -$107K -3,286 -0.5%
DI
174
DAGCO Inc
Ohio
$23M +$787K +24,211 +4%
CH
175
CDKV Holdings
Colorado
$23M +$22.9M +704,550 New