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Schwab US Large-Cap Growth ETF

1,358 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
476
Cassaday & Co Wealth Management
Virginia
$3.1M
Northern Trust
477
Northern Trust
Illinois
$3.08M
IAA
478
Independent Advisor Alliance
North Carolina
$3.05M
RBWA
479
RFG - Bristol Wealth Advisors
Massachusetts
$3.03M
CF
480
Centaurus Financial
California
$3.03M
MCC
481
Money Concepts Capital
Florida
$2.98M
SFC
482
Sprinkle Financial Consultants
Colorado
$2.97M
CCA
483
Cypress Capital Advisors
Tennessee
$2.97M
GG
484
GenWealth Group
New Jersey
$2.95M
BFM
485
Broadview Financial Management
Wisconsin
$2.93M
JGCM
486
Joseph Group Capital Management
Ohio
$2.92M
LIA
487
LifePlan Investment Advisors
North Carolina
$2.87M
MMCM
488
Murphy & Mullick Capital Management
New York
$2.87M
SCA
489
STALEY CAPITAL ADVISERS
Pennsylvania
$2.86M
Janney Montgomery Scott
490
Janney Montgomery Scott
Pennsylvania
$2.81M
FVWA
491
Foster Victor Wealth Advisors
South Carolina
$2.81M
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$2.79M
HWM
493
Heirloom Wealth Management
Colorado
$2.78M
FAIM
494
Financial Advocates Investment Management
Washington
$2.77M
KFP
495
KMG Fiduciary Partners
Ohio
$2.74M
S
496
SignatureFD
Georgia
$2.73M
CFG
497
Clayton Financial Group
Missouri
$2.73M
BWM
498
Brown Wealth Management
Illinois
$2.71M
AA
499
Aire Advisors
California
$2.7M
OPWM
500
Oxinas Partners Wealth Management
Indiana
$2.68M