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Schwab US Large-Cap Growth ETF

1,438 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 161 funds opening new positions, 638 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
KA
251
Kovack Advisors
Florida
$13.1M
FLPIM
252
F.L. Putnam Investment Management
Massachusetts
$13M
DADC
253
D.A. Davidson & Co
Montana
$12.9M
AWS
254
Atria Wealth Solutions
New York
$12.9M
CKAIS
255
Christensen King & Associates Investment Services
Washington
$12.9M
EFG
256
Everhart Financial Group
Ohio
$12.9M
PF
257
Prosperitas Financial
California
$12.7M
FFA
258
Farther Finance Advisors
California
$12.5M
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$12.5M
NLWP
260
Next Level Wealth Planning
Idaho
$12.4M
ACM
261
Advisors Capital Management
New Jersey
$12.4M
SF
262
Schaeffer Financial
Maryland
$12.3M
Fidelity Investments
263
Fidelity Investments
Massachusetts
$12.2M
ECA
264
Elevation Capital Advisory
Oregon
$12.2M
RW
265
Regimen Wealth
Georgia
$12M
IWM
266
IHT Wealth Management
Illinois
$12M
FIA
267
Foundations Investment Advisors
Arizona
$12M
OWM
268
Opes Wealth Management
California
$11.9M
MBI
269
May Barnhard Investments
Maryland
$11.9M
IAN
270
Integrated Advisors Network
Texas
$11.8M
IA
271
IFS Advisors
Kansas
$11.8M
PSCM
272
Per Stirling Capital Management
Texas
$11.7M
LFP
273
Leeward Financial Partners
Washington
$11.6M
DFP
274
Defined Financial Planning
California
$11.5M
FWA
275
FSM Wealth Advisors
Ohio
$11.5M