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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
BCWM
401
Bartlett & Co Wealth Management
Ohio
$6.17M
FA
402
Fermata Advisors
California
$6.16M
AWM
403
Avior Wealth Management
Nebraska
$6.15M
GFP
404
Guardian Financial Partners
California
$6.1M
SCM
405
Steele Capital Management
Iowa
$6.07M
OWM
406
Orgel Wealth Management
Wisconsin
$6.06M
FTS
407
Fifth Third Securities
Ohio
$5.86M
MFG
408
Magnus Financial Group
New York
$5.86M
RIA
409
Regal Investment Advisors
Michigan
$5.84M
AWA
410
Arkadios Wealth Advisors
Georgia
$5.81M
LIWM
411
Long Island Wealth Management
New York
$5.75M
CAG
412
Compass Advisory Group
New York
$5.69M
GRP
413
Global Retirement Partners
California
$5.67M
DWM
414
Diversify Wealth Management
Utah
$5.67M
ECML
415
Eagle Capital Management (Louisiana)
Louisiana
$5.66M
TFS
416
Thoroughbred Financial Services
Tennessee
$5.64M
DAS
417
Dynamic Advisor Solutions
Arizona
$5.63M
AC
418
Annandale Capital
Texas
$5.58M
HCM
419
Hengehold Capital Management
Ohio
$5.57M
MAS
420
Madden Advisory Services
Florida
$5.56M
CWM
421
Chesapeake Wealth Management
Virginia
$5.56M
WIA
422
Wealthedge Investment Advisors
New York
$5.54M
DWM
423
Dakota Wealth Management
Florida
$5.51M
GM
424
GeoWealth Management
Illinois
$5.51M
OC
425
Optima Capital
Oregon
$5.47M