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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
SAM
251
Smithbridge Asset Management
Pennsylvania
$13.3M
FWS
252
FinDec Wealth Services
California
$13.3M
VCWM
253
Vista Cima Wealth Management
Arizona
$13.2M
RWP
254
Revolve Wealth Partners
New Jersey
$13.2M
KA
255
Kovack Advisors
Florida
$13.1M
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$13M
DADC
257
D.A. Davidson & Co
Montana
$12.9M
AWS
258
Atria Wealth Solutions
New York
$12.9M
CKAIS
259
Christensen King & Associates Investment Services
Washington
$12.9M
EFG
260
Everhart Financial Group
Ohio
$12.9M
PF
261
Prosperitas Financial
California
$12.7M
FFA
262
Farther Finance Advisors
California
$12.5M
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$12.5M
NLWP
264
Next Level Wealth Planning
Idaho
$12.4M
ACM
265
Advisors Capital Management
New Jersey
$12.4M
SF
266
Schaeffer Financial
Maryland
$12.3M
Fidelity Investments
267
Fidelity Investments
Massachusetts
$12.2M
ECA
268
Elevation Capital Advisory
Oregon
$12.2M
RW
269
Regimen Wealth
Georgia
$12M
IWM
270
IHT Wealth Management
Illinois
$12M
AZ
271
Alpha Zero
Florida
$12M
FIA
272
Foundations Investment Advisors
Arizona
$12M
OWM
273
Opes Wealth Management
California
$11.9M
MBI
274
May Barnhard Investments
Maryland
$11.9M
IAN
275
Integrated Advisors Network
Texas
$11.8M