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Schwab US Large-Cap Growth ETF

1,502 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 640 increasing their positions, 523 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
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
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
Snider Financial Group
Washington
$8.03M
VFS
352
Valpey Financial Services
New Hampshire
$8.02M
USCWA
353
U.S. Capital Wealth Advisors
Texas
$8.01M
TI
354
Truepoint Inc
Ohio
$7.98M
EWA
355
Exencial Wealth Advisors
Oklahoma
$7.93M
VAS
356
Vestmark Advisory Solutions
Massachusetts
$7.8M
DBRC
357
D.B. Root & Company
Pennsylvania
$7.78M
BBWP
358
Beacon Bridge Wealth Partners
Pennsylvania
$7.73M
AF
359
Amara Financial
California
$7.71M
CA
360
Claro Advisors
Massachusetts
$7.57M
JPLA
361
Joseph P. Lucia & Associates
New York
$7.56M
CFO
362
CVA Family Office
Colorado
$7.46M
ACA
363
Aptus Capital Advisors
Alabama
$7.44M
GWM
364
GSB Wealth Management
Connecticut
$7.42M
TF
365
Tompkins Financial
New York
$7.4M
Betterment LLC
366
Betterment LLC
New York
$7.38M
IFWM
367
Institute for Wealth Management
Colorado
$7.37M
SMC
368
Smith, Moore & Co
Missouri
$7.35M
HA
369
HC Advisors
Georgia
$7.33M
CAG
370
Csenge Advisory Group
Florida
$7.31M
LAM
371
L2 Asset Management
Massachusetts
$7.25M
LCM
372
Liberty Capital Management
Michigan
$7.22M
FVWA
373
Foster Victor Wealth Advisors
South Carolina
$7.21M
NDSI
374
Newman Dignan & Sheerar Inc
Rhode Island
$7.19M
MIM
375
Macroview Investment Management
Maryland
$7.17M