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