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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
301
Certified Advisory Corp
Florida
$10.4M
KW
302
Keyvantage Wealth
Pennsylvania
$10.4M
IC
303
IEQ Capital
California
$10.3M
AWM
304
Apex Wealth Management
New Hampshire
$10.3M
MWM
305
Maridea Wealth Management
New York
$10.3M
PA
306
PFG Advisors
Arizona
$10.3M
MA
307
MBA Advisors
Pennsylvania
$10.1M
VFA
308
Valeo Financial Advisors
Indiana
$10.1M
DC
309
Davenport & Co
Virginia
$10.1M
SFMG
310
Sage Financial Management Group
Virginia
$9.92M
BCIM
311
Bishop & Co Investment Management
Pennsylvania
$9.87M
EE
312
EWG Elevate
California
$9.8M
MCA
313
MSH Capital Advisors
Arizona
$9.8M
CFA
314
Cahill Financial Advisors
Minnesota
$9.79M
ACA
315
Affinity Capital Advisors
California
$9.78M
BBA
316
BLB&B Advisors
Pennsylvania
$9.74M
FLPIM
317
F.L. Putnam Investment Management
Massachusetts
$9.72M
Bank of New York Mellon
318
Bank of New York Mellon
New York
$9.63M
ISWM
319
Independent Solutions Wealth Management
New York
$9.62M
SW
320
Simplicity Wealth
New Jersey
$9.61M
NFW
321
Noble Family Wealth
Florida
$9.56M
RSWM
322
Robertson Stephens Wealth Management
California
$9.56M
WMWM
323
Wilkins Miller Wealth Management
Alabama
$9.46M
SAM
324
Smartleaf Asset Management
Massachusetts
$9.46M
WF
325
Warner Financial
Maryland
$9.44M