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Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$15.1M
SF
227
Summit Financial
New Jersey
$14.9M
VCA
228
Verdence Capital Advisors
Maryland
$14.8M
KGP
229
Keystone Global Partners
Colorado
$14.8M
MWA
230
Martel Wealth Advisors
Washington
$14.7M
FF
231
Friday Financial
Iowa
$14.7M
ASN
232
Advisory Services Network
Georgia
$14.7M
DC
233
Dahring Cusmano
Michigan
$14.6M
LBC
234
Lowe Brockenbrough & Co
Virginia
$14.5M
KWM
235
Kingsview Wealth Management
Oregon
$14.5M
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$14.4M
HI
237
Harbour Investments
Wisconsin
$14.4M
CL
238
Choreo LLC
Illinois
$14.4M
CNWM
239
Clay Northam Wealth Management
California
$14M
BP
240
Broadleaf Partners
Ohio
$14M
BRWM
241
Blue Rock Wealth Management
North Carolina
$14M
YIA
242
YHB Investment Advisors
Connecticut
$14M
CW
243
Code Waechter
Florida
$13.9M
TFG
244
Team Financial Group
California
$13.8M
BAM
245
Berkshire Asset Management
Pennsylvania
$13.7M
SW
246
Simplicity Wealth
New Jersey
$13.6M
GGI
247
GPM Growth Investors
Michigan
$13.6M
GA
248
Guerra Advisors
Florida
$13.5M
EF
249
Elite Financial
Idaho
$13.4M
OC
250
Oppenheimer & Co
New York
$13.4M