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Schwab US Large-Cap Growth ETF

1,439 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
1,439
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
PAG
301
Powers Advisory Group
Illinois
$9.56M
CFG
302
Certior Financial Group
Pennsylvania
$9.53M
CPIG
303
Chicago Partners Investment Group
Illinois
$9.51M
AWM
304
Apex Wealth Management
New Hampshire
$9.49M
IC
305
IEQ Capital
California
$9.47M
MA
306
MBA Advisors
Pennsylvania
$9.47M
EE
307
EWG Elevate
California
$9.42M
KV
308
Kickstand Ventures
New York
$9.42M
CAC
309
Certified Advisory Corp
Florida
$9.39M
BCIM
310
Bishop & Co Investment Management
Pennsylvania
$9.29M
VFA
311
Valeo Financial Advisors
Indiana
$9.25M
SFMG
312
Sage Financial Management Group
Virginia
$9.22M
RFM
313
Royal Fund Management
Florida
$9.12M
AWM
314
Apollon Wealth Management
South Carolina
$9.03M
MWM
315
MinichMacGregor Wealth Management
New York
$8.99M
ACA
316
Affinity Capital Advisors
California
$8.9M
CMP
317
Courage Miller Partners
Virginia
$8.88M
NFW
318
Noble Family Wealth
Florida
$8.84M
BCM
319
Brookstone Capital Management
Illinois
$8.79M
PG
320
Prostatis Group
Maryland
$8.76M
TWP
321
Total Wealth Planning
Ohio
$8.76M
ISWM
322
Independent Solutions Wealth Management
New York
$8.71M
Bank of New York Mellon
323
Bank of New York Mellon
New York
$8.68M
WF
324
Warner Financial
Maryland
$8.6M
MCA
325
MSH Capital Advisors
Arizona
$8.52M