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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
BBWP
376
Beacon Bridge Wealth Partners
Pennsylvania
$6.62M
PWS
377
Precision Wealth Strategies
Missouri
$6.47M
SMC
378
Smith, Moore & Co
Missouri
$6.47M
LCM
379
Liberty Capital Management
Michigan
$6.44M
DBRC
380
D.B. Root & Company
Pennsylvania
$6.42M
Betterment LLC
381
Betterment LLC
New York
$6.37M
CA
382
Clearstead Advisors
Ohio
$6.35M
CFD
383
Creative Financial Designs
Indiana
$6.28M
JWA
384
JFS Wealth Advisors
Pennsylvania
$6.27M
MIM
385
Macroview Investment Management
Maryland
$6.2M
AQR Capital Management
386
AQR Capital Management
Connecticut
$6.19M
SAMC
387
Spectrum Asset Management (California)
California
$6.16M
PFA
388
Pinnacle Family Advisors
Missouri
$6.13M
GWM
389
GSB Wealth Management
Connecticut
$6.06M
CAG
390
Csenge Advisory Group
Florida
$6.06M
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$5.99M
FI
392
FIDELIS iM
Oregon
$5.98M
WIM
393
WealthPlan Investment Management
Nebraska
$5.96M
NA
394
Nestegg Advisors
New York
$5.9M
FFS
395
Founders Financial Securities
Maryland
$5.89M
AAS
396
Ameritas Advisory Services
Nebraska
$5.85M
AAP
397
Arax Advisory Partners
Colorado
$5.83M
SCM
398
Steele Capital Management
Iowa
$5.82M
WIA
399
Westbourne Investment Advisors
Maryland
$5.8M
SPIA
400
Steward Partners Investment Advisory
New York
$5.78M