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Schwab US Large-Cap Growth ETF

1,596 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 182 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 → $28B (+$1.42B)

5% more funds holding in top 10

Funds holding in top 10: 217228 (+11)

1.85% more ownership

Funds ownership: 51.13%52.98% (+1.9%)

Holders
1,596
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
228
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
JJBC
201
James J. Burns & Company
New York
$19.5M
SWM
202
Schwallier Wealth Management
Michigan
$19.5M
PVAMC
203
PPS&V Asset Management Consultants
Michigan
$19.4M
AI
204
Atria Investments
North Carolina
$19.3M
UWM
205
USAdvisors Wealth Management
Minnesota
$19.2M
NWS
206
Nvest Wealth Strategies
Ohio
$19.2M
LWL
207
Leo Wealth LLC
Texas
$18.7M
WAM
208
Weinberger Asset Management
California
$18.7M
SA
209
Skyline Advisors
Washington
$18.7M
US Bancorp
210
US Bancorp
Minnesota
$18.4M
BWL
211
Bogart Wealth LLC
Virginia
$18.3M
CW
212
Code Waechter
Florida
$17.9M
SWM
213
SeaCrest Wealth Management
New York
$17.9M
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$17.8M
PCM
215
Payne Capital Management
New York
$17.8M
KFS
216
Kaizen Financial Strategies
California
$17.7M
DC
217
Dahring Cusmano
Michigan
$17.5M
RSWM
218
Robertson Stephens Wealth Management
California
$17.4M
WMWM
219
Whitaker-Myers Wealth Managers
Ohio
$17.3M
ASN
220
Advisory Services Network
Georgia
$16.9M
WP
221
WealthShield Partners
North Carolina
$16.9M
Fidelity Investments
222
Fidelity Investments
Massachusetts
$16.9M
SFG
223
Sage Financial Group
Pennsylvania
$16.9M
SFWC
224
Strategic Family Wealth Counselors
New Jersey
$16.8M
HI
225
Harbour Investments
Wisconsin
$16.7M