SCHG icon

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
DCM
176
Donaldson Capital Management
Indiana
$22.7M
FFWA
177
FRG Family Wealth Advisors
Washington
$22.6M
IWP
178
Invenio Wealth Partners
Florida
$22.4M
ACM
179
Advisors Capital Management
New Jersey
$22.4M
PSIWM
180
Paradigm Strategies in Wealth Management
Minnesota
$22.4M
SFA
181
Souders Financial Advisors
Ohio
$22M
NA
182
NewEdge Advisors
Louisiana
$21.9M
FA
183
Fiduciary Alliance
South Carolina
$21.9M
RC
184
Rovin Capital
Arizona
$21.8M
FFA
185
Farther Finance Advisors
California
$21.8M
RWM
186
RKL Wealth Management
Pennsylvania
$21.8M
VCA
187
Verdence Capital Advisors
Maryland
$21.6M
ACM
188
Alpha Capital Management
Texas
$21.6M
AFG
189
Allegheny Financial Group
Pennsylvania
$21.2M
HFS
190
Howard Financial Services
Texas
$21.2M
PFWA
191
Paces Ferry Wealth Advisors
Georgia
$20.9M
EH
192
Equitable Holdings
New York
$20.8M
NEWAS
193
N.E.W. Advisory Services
Wisconsin
$20.7M
AQR Capital Management
194
AQR Capital Management
Connecticut
$20.6M
CSP
195
Cary Street Partners
Virginia
$20.4M
FF
196
Friday Financial
Iowa
$20.4M
LC
197
LCNB Corp
Ohio
$20.4M
GSIS
198
Global Strategic Investment Solutions
Arizona
$20.3M
ACA
199
Ackerman Capital Advisors
Texas
$20.1M
CWP
200
Clark Wealth Partners
Illinois
$20M