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Schwab US Large-Cap Growth ETF

1,607 hedge funds and large institutions have $28.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 188 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:

7% more funds holding in top 10

Funds holding in top 10: 218233 (+15)

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.53B)

2.03% more ownership

Funds ownership: 51.14%53.17% (+2%)

Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
233
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
CWP
201
Clark Wealth Partners
Illinois
$20M
MAG
202
Members Advisory Group
New York
$20M
JJBC
203
James J. Burns & Company
New York
$19.5M
SWM
204
Schwallier Wealth Management
Michigan
$19.5M
PVAMC
205
PPS&V Asset Management Consultants
Michigan
$19.4M
AI
206
Atria Investments
North Carolina
$19.3M
UWM
207
USAdvisors Wealth Management
Minnesota
$19.2M
NWS
208
Nvest Wealth Strategies
Ohio
$19.2M
Corient Private Wealth
209
Corient Private Wealth
Florida
$19M
LWL
210
Leo Wealth LLC
Texas
$18.7M
WAM
211
Weinberger Asset Management
California
$18.7M
SA
212
Skyline Advisors
Washington
$18.7M
US Bancorp
213
US Bancorp
Minnesota
$18.4M
BWL
214
Bogart Wealth LLC
Virginia
$18.3M
CW
215
Code Waechter
Florida
$17.9M
SWM
216
SeaCrest Wealth Management
New York
$17.9M
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$17.8M
PCM
218
Payne Capital Management
New York
$17.8M
KFS
219
Kaizen Financial Strategies
California
$17.7M
DC
220
Dahring Cusmano
Michigan
$17.5M
RSWM
221
Robertson Stephens Wealth Management
California
$17.4M
WMWM
222
Whitaker-Myers Wealth Managers
Ohio
$17.3M
ASN
223
Advisory Services Network
Georgia
$16.9M
WP
224
WealthShield Partners
North Carolina
$16.9M
Fidelity Investments
225
Fidelity Investments
Massachusetts
$16.9M