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Schwab US Large-Cap Growth ETF

1,443 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
RWP
251
Revolve Wealth Partners
New Jersey
$13.2M
KA
252
Kovack Advisors
Florida
$13.1M
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$13M
DADC
254
D.A. Davidson & Co
Montana
$12.9M
AWS
255
Atria Wealth Solutions
New York
$12.9M
CKAIS
256
Christensen King & Associates Investment Services
Washington
$12.9M
EFG
257
Everhart Financial Group
Ohio
$12.9M
PF
258
Prosperitas Financial
California
$12.7M
FFA
259
Farther Finance Advisors
California
$12.5M
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$12.5M
NLWP
261
Next Level Wealth Planning
Idaho
$12.4M
ACM
262
Advisors Capital Management
New Jersey
$12.4M
SF
263
Schaeffer Financial
Maryland
$12.3M
Fidelity Investments
264
Fidelity Investments
Massachusetts
$12.2M
ECA
265
Elevation Capital Advisory
Oregon
$12.2M
RW
266
Regimen Wealth
Georgia
$12M
IWM
267
IHT Wealth Management
Illinois
$12M
FIA
268
Foundations Investment Advisors
Arizona
$12M
OWM
269
Opes Wealth Management
California
$11.9M
MBI
270
May Barnhard Investments
Maryland
$11.9M
IAN
271
Integrated Advisors Network
Texas
$11.8M
IA
272
IFS Advisors
Kansas
$11.8M
PSCM
273
Per Stirling Capital Management
Texas
$11.7M
LFP
274
Leeward Financial Partners
Washington
$11.6M
DFP
275
Defined Financial Planning
California
$11.5M