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Schwab US Large-Cap Growth ETF

1,477 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
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
AWA
376
Acorn Wealth Advisors
Michigan
$6.85M
IAS
377
IMA Advisory Services
Colorado
$6.84M
CA
378
Clearstead Advisors
Ohio
$6.77M
SAMC
379
Spectrum Asset Management (California)
California
$6.77M
CFD
380
Creative Financial Designs
Indiana
$6.75M
JWA
381
JFS Wealth Advisors
Pennsylvania
$6.72M
SPIA
382
Steward Partners Investment Advisory
New York
$6.71M
CCA
383
Cypress Capital Advisors
Tennessee
$6.7M
William Blair & Company
384
William Blair & Company
Illinois
$6.57M
SOS
385
Silver Oak Securities
Tennessee
$6.54M
FWA
386
Flagship Wealth Advisors
Massachusetts
$6.5M
FFS
387
Founders Financial Securities
Maryland
$6.32M
WANY
388
Wealthspire Advisors (New York)
New York
$6.3M
MMH
389
Menora Mivtachim Holdings
Israel
$6.28M
CI
390
CX Institutional
Indiana
$6.27M
SWM
391
Silverlake Wealth Management
Vermont
$6.21M
BCWM
392
Bartlett & Co Wealth Management
Ohio
$6.17M
FA
393
Fermata Advisors
California
$6.16M
AWM
394
Avior Wealth Management
Nebraska
$6.15M
GFP
395
Guardian Financial Partners
California
$6.1M
SCM
396
Steele Capital Management
Iowa
$6.07M
OWM
397
Orgel Wealth Management
Wisconsin
$6.06M
FTS
398
Fifth Third Securities
Ohio
$5.86M
MFG
399
Magnus Financial Group
New York
$5.86M
RIA
400
Regal Investment Advisors
Michigan
$5.84M