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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
DAS
276
Dynamic Advisor Solutions
Arizona
$9.02M
MAM
277
McCarthy Asset Management
California
$8.99M
CCM
278
Coldstream Capital Management
Washington
$8.77M
IC
279
IEQ Capital
California
$8.76M
KW
280
Keyvantage Wealth
Pennsylvania
$8.72M
DFP
281
Defined Financial Planning
California
$8.7M
FF
282
Fairway Financial
Florida
$8.59M
HWMC
283
Heritage Wealth Management (California)
California
$8.59M
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$8.55M
FWA
285
FSM Wealth Advisors
Ohio
$8.54M
MFG
286
Mainsail Financial Group
Washington
$8.52M
DFA
287
DHJJ Financial Advisors
Illinois
$8.51M
AWM
288
Apollon Wealth Management
South Carolina
$8.4M
CAM
289
Cresset Asset Management
Illinois
$8.38M
CA
290
Claro Advisors
Massachusetts
$8.31M
AAS
291
Asset Allocation Strategies
Michigan
$8.25M
SCP
292
Shorepoint Capital Partners
Massachusetts
$8.25M
SFMG
293
Sage Financial Management Group
Virginia
$8.23M
NFW
294
Noble Family Wealth
Florida
$8.21M
AWM
295
Accel Wealth Management
Iowa
$8.16M
PF
296
Prosperitas Financial
California
$8.1M
IWM
297
IHT Wealth Management
Illinois
$8M
JWCA
298
J.W. Cole Advisors
Florida
$7.88M
MA
299
MBA Advisors
Pennsylvania
$7.84M
SAMC
300
Spectrum Asset Management (California)
California
$7.79M