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Schwab US Large-Cap Growth ETF

1,499 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, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
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
VFS
351
Valpey Financial Services
New Hampshire
$8.02M
USCWA
352
U.S. Capital Wealth Advisors
Texas
$8.01M
TI
353
Truepoint Inc
Ohio
$7.98M
EWA
354
Exencial Wealth Advisors
Oklahoma
$7.93M
VAS
355
Vestmark Advisory Solutions
Massachusetts
$7.8M
DBRC
356
D.B. Root & Company
Pennsylvania
$7.78M
BBWP
357
Beacon Bridge Wealth Partners
Pennsylvania
$7.73M
AF
358
Amara Financial
California
$7.71M
CA
359
Claro Advisors
Massachusetts
$7.57M
JPLA
360
Joseph P. Lucia & Associates
New York
$7.56M
CFO
361
CVA Family Office
Colorado
$7.46M
ACA
362
Aptus Capital Advisors
Alabama
$7.44M
GWM
363
GSB Wealth Management
Connecticut
$7.42M
TF
364
Tompkins Financial
New York
$7.4M
Betterment LLC
365
Betterment LLC
New York
$7.38M
IFWM
366
Institute for Wealth Management
Colorado
$7.37M
SMC
367
Smith, Moore & Co
Missouri
$7.35M
HA
368
HC Advisors
Georgia
$7.33M
CAG
369
Csenge Advisory Group
Florida
$7.31M
LAM
370
L2 Asset Management
Massachusetts
$7.25M
LCM
371
Liberty Capital Management
Michigan
$7.22M
FVWA
372
Foster Victor Wealth Advisors
South Carolina
$7.21M
NDSI
373
Newman Dignan & Sheerar Inc
Rhode Island
$7.19M
MIM
374
Macroview Investment Management
Maryland
$7.17M
GG
375
Gleason Group
Kentucky
$7.17M