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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
GSIS
201
Global Strategic Investment Solutions
Arizona
$20.3M -$388K -11,941 -2%
ACA
202
Ackerman Capital Advisors
Texas
$20.1M +$412K +12,663 +2%
CWP
203
Clark Wealth Partners
Illinois
$20M
MAG
204
Members Advisory Group
New York
$20M -$5.14M -158,020 -21%
JJBC
205
James J. Burns & Company
New York
$19.5M -$413K -12,694 -2%
SWM
206
Schwallier Wealth Management
Michigan
$19.5M +$331K +10,178 +2%
PVAMC
207
PPS&V Asset Management Consultants
Michigan
$19.4M -$660K -20,306 -3%
AI
208
Atria Investments
North Carolina
$19.3M -$1.91M -58,851 -9%
UWM
209
USAdvisors Wealth Management
Minnesota
$19.2M +$1.15M +35,501 +6%
NWS
210
Nvest Wealth Strategies
Ohio
$19.2M +$19.1M +587,604 New
Corient Private Wealth
211
Corient Private Wealth
Florida
$19M +$14.8M +456,162 +358%
LWL
212
Leo Wealth LLC
Texas
$18.7M +$18.7M +573,896 New
WAM
213
Weinberger Asset Management
California
$18.7M -$948K -29,149 -5%
SA
214
Skyline Advisors
Washington
$18.7M -$219K -6,742 -1%
US Bancorp
215
US Bancorp
Minnesota
$18.4M -$2.33M -71,514 -11%
BWL
216
Bogart Wealth LLC
Virginia
$18.3M -$152K -4,670 -0.8%
CW
217
Code Waechter
Florida
$17.9M +$2.91M +89,388 +19%
SWM
218
SeaCrest Wealth Management
New York
$17.9M +$451K +13,859 +3%
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$17.8M +$1.94M +59,645 +12%
PCM
220
Payne Capital Management
New York
$17.8M -$189K -5,823 -1%
KFS
221
Kaizen Financial Strategies
California
$17.7M -$113K -3,485 -0.6%
DC
222
Dahring Cusmano
Michigan
$17.5M +$655K +20,127 +4%
RSWM
223
Robertson Stephens Wealth Management
California
$17.4M +$7.64M +234,851 +78%
WMWM
224
Whitaker-Myers Wealth Managers
Ohio
$17.3M +$741K +22,771 +4%
ASN
225
Advisory Services Network
Georgia
$16.9M -$582K -17,891 -3%