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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
IA
276
IFS Advisors
Kansas
$11.8M
PSCM
277
Per Stirling Capital Management
Texas
$11.7M
LFP
278
Leeward Financial Partners
Washington
$11.6M
DFP
279
Defined Financial Planning
California
$11.5M
FWA
280
FSM Wealth Advisors
Ohio
$11.5M
FWP
281
FAS Wealth Partners
Kansas
$11.5M
HWMC
282
Heritage Wealth Management (California)
California
$11.4M
CPA
283
Clear Point Advisors
New York
$11.3M
RMC
284
Ring Mountain Capital
California
$11.1M
RA
285
RFG Advisory
Alabama
$11.1M
TWM
286
TriaGen Wealth Management
California
$11.1M
SC
287
Soundwatch Capital
Connecticut
$11M
AAS
288
Asset Allocation Strategies
Michigan
$10.8M
JWCA
289
J.W. Cole Advisors
Florida
$10.7M
RWA
290
Redhawk Wealth Advisors
Minnesota
$10.6M
PIP
291
Peachtree Investment Partners
Florida
$10.3M
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$10.2M
BBA
293
BLB&B Advisors
Pennsylvania
$10.1M
FF
294
Fairway Financial
Florida
$10M
MFG
295
Mainsail Financial Group
Washington
$10M
KW
296
Keyvantage Wealth
Pennsylvania
$10M
MAM
297
McCarthy Asset Management
California
$9.93M
DFA
298
DHJJ Financial Advisors
Illinois
$9.85M
ATWA
299
Arbor Trust Wealth Advisors
Michigan
$9.82M
AWM
300
AE Wealth Management
Kansas
$9.81M