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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
CW
301
CreativeOne Wealth
Kansas
$9.59M
PAG
302
Powers Advisory Group
Illinois
$9.56M
CFG
303
Certior Financial Group
Pennsylvania
$9.53M
CPIG
304
Chicago Partners Investment Group
Illinois
$9.51M
AWM
305
Apex Wealth Management
New Hampshire
$9.49M
IC
306
IEQ Capital
California
$9.47M
MA
307
MBA Advisors
Pennsylvania
$9.47M
EE
308
EWG Elevate
California
$9.42M
KV
309
Kickstand Ventures
New York
$9.42M
CAC
310
Certified Advisory Corp
Florida
$9.39M
BCIM
311
Bishop & Co Investment Management
Pennsylvania
$9.29M
VFA
312
Valeo Financial Advisors
Indiana
$9.25M
SFMG
313
Sage Financial Management Group
Virginia
$9.22M
RFM
314
Royal Fund Management
Florida
$9.12M
AWM
315
Apollon Wealth Management
South Carolina
$9.03M
MWM
316
MinichMacGregor Wealth Management
New York
$8.99M
ACA
317
Affinity Capital Advisors
California
$8.9M
CMP
318
Courage Miller Partners
Virginia
$8.88M
NFW
319
Noble Family Wealth
Florida
$8.84M
BCM
320
Brookstone Capital Management
Illinois
$8.79M
PG
321
Prostatis Group
Maryland
$8.76M
TWP
322
Total Wealth Planning
Ohio
$8.76M
ISWM
323
Independent Solutions Wealth Management
New York
$8.71M
Bank of New York Mellon
324
Bank of New York Mellon
New York
$8.68M
WF
325
Warner Financial
Maryland
$8.6M