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Schwab US Large-Cap Growth ETF

1,595 hedge funds and large institutions have $27.9B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 653 increasing their positions, 550 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:

5% more capital invested

Capital invested by funds: $26.6B → $27.9B (+$1.39B)

5% more funds holding in top 10

Funds holding in top 10: 217227 (+10)

1.8% more ownership

Funds ownership: 51.13%52.92% (+1.8%)

Holders
1,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
227
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
ACM
176
Advisors Capital Management
New Jersey
$22.4M
PSIWM
177
Paradigm Strategies in Wealth Management
Minnesota
$22.4M
SFA
178
Souders Financial Advisors
Ohio
$22M
NA
179
NewEdge Advisors
Louisiana
$21.9M
FA
180
Fiduciary Alliance
South Carolina
$21.9M
RC
181
Rovin Capital
Arizona
$21.8M
FFA
182
Farther Finance Advisors
California
$21.8M
RWM
183
RKL Wealth Management
Pennsylvania
$21.8M
VCA
184
Verdence Capital Advisors
Maryland
$21.6M
ACM
185
Alpha Capital Management
Texas
$21.6M
AFG
186
Allegheny Financial Group
Pennsylvania
$21.2M
HFS
187
Howard Financial Services
Texas
$21.2M
PFWA
188
Paces Ferry Wealth Advisors
Georgia
$20.9M
EH
189
Equitable Holdings
New York
$20.8M
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$20.7M
AQR Capital Management
191
AQR Capital Management
Connecticut
$20.6M
CSP
192
Cary Street Partners
Virginia
$20.4M
FF
193
Friday Financial
Iowa
$20.4M
LC
194
LCNB Corp
Ohio
$20.4M
GSIS
195
Global Strategic Investment Solutions
Arizona
$20.3M
WIA
196
World Investment Advisors
California
$20.3M
ACA
197
Ackerman Capital Advisors
Texas
$20.1M
CWP
198
Clark Wealth Partners
Illinois
$20M
MAG
199
Members Advisory Group
New York
$20M
JJBC
200
James J. Burns & Company
New York
$19.5M