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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
SWM
401
Silverlake Wealth Management
Vermont
$6.21M
BCWM
402
Bartlett & Co Wealth Management
Ohio
$6.17M
FA
403
Fermata Advisors
California
$6.16M
AWM
404
Avior Wealth Management
Nebraska
$6.15M
GFP
405
Guardian Financial Partners
California
$6.1M
SCM
406
Steele Capital Management
Iowa
$6.07M
OWM
407
Orgel Wealth Management
Wisconsin
$6.06M
FTS
408
Fifth Third Securities
Ohio
$5.86M
MFG
409
Magnus Financial Group
New York
$5.86M
RIA
410
Regal Investment Advisors
Michigan
$5.84M
AWA
411
Arkadios Wealth Advisors
Georgia
$5.81M
LIWM
412
Long Island Wealth Management
New York
$5.75M
CAG
413
Compass Advisory Group
New York
$5.69M
GRP
414
Global Retirement Partners
California
$5.67M
DWM
415
Diversify Wealth Management
Utah
$5.67M
ECML
416
Eagle Capital Management (Louisiana)
Louisiana
$5.66M
TFS
417
Thoroughbred Financial Services
Tennessee
$5.64M
DAS
418
Dynamic Advisor Solutions
Arizona
$5.63M
AC
419
Annandale Capital
Texas
$5.58M
HCM
420
Hengehold Capital Management
Ohio
$5.57M
MAS
421
Madden Advisory Services
Florida
$5.56M
CWM
422
Chesapeake Wealth Management
Virginia
$5.56M
WIA
423
Wealthedge Investment Advisors
New York
$5.54M
DWM
424
Dakota Wealth Management
Florida
$5.51M
GM
425
GeoWealth Management
Illinois
$5.51M