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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
CWM
351
Congress Wealth Management
Massachusetts
$7.68M
CIA
352
Cape Investment Advisory
Georgia
$7.62M
TI
353
Truepoint Inc
Ohio
$7.57M
CA
354
Calton & Associates
Florida
$7.5M
EWA
355
Exencial Wealth Advisors
Oklahoma
$7.49M
CA
356
Cambridge Advisors
Nebraska
$7.41M
SWP
357
Stratos Wealth Partners
Ohio
$7.38M
MCCA
358
Mill Creek Capital Advisors
Pennsylvania
$7.36M
SFG
359
Snider Financial Group
Washington
$7.3M
ACS
360
Archford Capital Strategies
Illinois
$7.25M
FS
361
Financially Speaking
Colorado
$7.22M
P
362
&Partners
Tennessee
$7.21M
OCPWS
363
One Charles Private Wealth Services
Massachusetts
$7.11M
MMHP
364
Murphy Middleton Hinkle & Parker
Georgia
$7.07M
AF
365
Amara Financial
California
$7.06M
ACA
366
Aptus Capital Advisors
Alabama
$7.03M
GG
367
Gleason Group
Kentucky
$7.02M
CFGSD
368
Compass Financial Group (South Dakota)
South Dakota
$7.01M
IFWM
369
Institute for Wealth Management
Colorado
$7M
JPLA
370
Joseph P. Lucia & Associates
New York
$6.99M
CA
371
Claro Advisors
Massachusetts
$6.77M
NDSI
372
Newman Dignan & Sheerar Inc
Rhode Island
$6.73M
IAS
373
IMA Advisory Services
Colorado
$6.66M
FIM
374
Freedom Investment Management
Connecticut
$6.64M
RPGK
375
Retirement Planning Group (Kansas)
Kansas
$6.63M