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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
MBI
251
May Barnhard Investments
Maryland
$10.3M
RA
252
RFG Advisory
Alabama
$10.3M
PSCM
253
Per Stirling Capital Management
Texas
$10.1M
PWSG
254
Pacific Wealth Strategies Group
California
$9.93M
IAN
255
Integrated Advisors Network
Texas
$9.93M
GA
256
Guerra Advisors
Florida
$9.89M
FWP
257
FAS Wealth Partners
Kansas
$9.87M
LFP
258
Leeward Financial Partners
Washington
$9.86M
CPA
259
Clear Point Advisors
New York
$9.84M
WMWM
260
Whitaker-Myers Wealth Managers
Ohio
$9.81M
BRWM
261
Blue Rock Wealth Management
North Carolina
$9.78M
FFA
262
Farther Finance Advisors
California
$9.73M
OWM
263
Opes Wealth Management
California
$9.72M
OC
264
Oppenheimer & Co
New York
$9.71M
NLWP
265
Next Level Wealth Planning
Idaho
$9.69M
TWM
266
TriaGen Wealth Management
California
$9.66M
ATWA
267
Arbor Trust Wealth Advisors
Michigan
$9.49M
Fidelity Investments
268
Fidelity Investments
Massachusetts
$9.44M
EE
269
EWG Elevate
California
$9.43M
ASN
270
Advisory Services Network
Georgia
$9.26M
BBA
271
BLB&B Advisors
Pennsylvania
$9.25M
EWA
272
EP Wealth Advisors
California
$9.22M
CW
273
Code Waechter
Florida
$9.19M
FIA
274
Foundations Investment Advisors
Arizona
$9.11M
RMC
275
Ring Mountain Capital
California
$9.08M