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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
TWP
326
Total Wealth Planning
Ohio
$8.76M
ISWM
327
Independent Solutions Wealth Management
New York
$8.71M
Bank of New York Mellon
328
Bank of New York Mellon
New York
$8.68M
WF
329
Warner Financial
Maryland
$8.6M
MCA
330
MSH Capital Advisors
Arizona
$8.52M
HFS
331
Howard Financial Services
Texas
$8.47M
WMWM
332
Wilkins Miller Wealth Management
Alabama
$8.47M
PL
333
Polianta Ltd
Jersey
$8.43M
HBS
334
Howard Bailey Securities
Indiana
$8.41M
CFA
335
Cahill Financial Advisors
Minnesota
$8.32M
MWM
336
Maridea Wealth Management
New York
$8.3M
VWA
337
VSM Wealth Advisory
Maryland
$8.13M
FNBSF
338
First National Bank Sioux Falls
South Dakota
$7.97M
CFGA
339
Cambridge Financial Group (Arizona)
Arizona
$7.97M
CA
340
CoreCap Advisors
Michigan
$7.96M
DC
341
Davenport & Co
Virginia
$7.95M
MAG
342
Mayfair Advisory Group
Alabama
$7.93M
USCWA
343
U.S. Capital Wealth Advisors
Texas
$7.92M
CFG
344
Cooper Financial Group
California
$7.87M
DAS
345
Dynamic Advisor Solutions
Arizona
$7.85M
BEI
346
Benjamin Edwards Inc
Missouri
$7.85M
VFS
347
Valpey Financial Services
New Hampshire
$7.74M
JFG
348
JMG Financial Group
Illinois
$7.73M
MS
349
Madden Securities
Texas
$7.7M
IIC
350
Integrated Investment Consultants
Michigan
$7.69M