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Schwab US Large-Cap Growth ETF

1,443 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
AWM
401
Avior Wealth Management
Nebraska
$5.74M
HA
402
HC Advisors
Georgia
$5.73M
CAG
403
Compass Advisory Group
New York
$5.7M
FWM
404
Fingerlakes Wealth Management
New York
$5.7M
WANY
405
Wealthspire Advisors (New York)
New York
$5.66M
GFP
406
Guardian Financial Partners
California
$5.65M
AWA
407
Arkadios Wealth Advisors
Georgia
$5.62M
RWP
408
RWA Wealth Partners
Massachusetts
$5.61M
CI
409
CX Institutional
Indiana
$5.54M
DWM
410
Dakota Wealth Management
Florida
$5.46M
MCC
411
Money Concepts Capital
Florida
$5.4M
TFS
412
Thoroughbred Financial Services
Tennessee
$5.34M
VBWMG
413
Von Berge Wealth Management Group
California
$5.32M
SWM
414
Silverlake Wealth Management
Vermont
$5.32M
LIWM
415
Long Island Wealth Management
New York
$5.28M
GRP
416
Global Retirement Partners
California
$5.21M
DWM
417
Diversify Wealth Management
Utah
$5.2M
HCM
418
Hengehold Capital Management
Ohio
$5.15M
VAS
419
Vestmark Advisory Solutions
Massachusetts
$5.14M
ECML
420
Eagle Capital Management (Louisiana)
Louisiana
$5.08M
CWM
421
Chesapeake Wealth Management
Virginia
$5.05M
OWM
422
Orgel Wealth Management
Wisconsin
$5.02M
AWA
423
Acorn Wealth Advisors
Michigan
$5.01M
WIA
424
Wealthedge Investment Advisors
New York
$4.98M
CCM
425
Cambridge Capital Management
Illinois
$4.98M