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Schwab US Large-Cap Growth ETF

1,358 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
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 first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
226
Clay Northam Wealth Management
California
$12M
KA
227
Kovack Advisors
Florida
$11.9M
NA
228
NewEdge Advisors
Louisiana
$11.8M
CKAIS
229
Christensen King & Associates Investment Services
Washington
$11.7M
NEWAS
230
N.E.W. Advisory Services
Wisconsin
$11.7M
KWM
231
Kingsview Wealth Management
Oregon
$11.6M
NFG
232
Northeast Financial Group
Pennsylvania
$11.6M
GGI
233
GPM Growth Investors
Michigan
$11.6M
VCA
234
Verdence Capital Advisors
Maryland
$11.6M
FA
235
Fiduciary Alliance
South Carolina
$11.5M
MIFH
236
Migdal Insurance & Financial Holdings
Israel
$11.5M
Citigroup
237
Citigroup
New York
$11.4M
AWM
238
Apex Wealth Management
New Hampshire
$11.3M
EFG
239
Everhart Financial Group
Ohio
$11.2M
EF
240
Elite Financial
Idaho
$11.2M
VCWM
241
Vista Cima Wealth Management
Arizona
$11.1M
RWA
242
Redhawk Wealth Advisors
Minnesota
$11M
DADC
243
D.A. Davidson & Co
Montana
$11M
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$11M
BP
245
Broadleaf Partners
Ohio
$11M
AOG
246
Alpha Omega Group
Virginia
$10.8M
PIP
247
Peachtree Investment Partners
Florida
$10.8M
TFG
248
Team Financial Group
California
$10.8M
SAM
249
Smithbridge Asset Management
Pennsylvania
$10.7M
KGP
250
Keystone Global Partners
Colorado
$10.6M