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Schwab US Large-Cap Growth ETF

1,477 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
501
WealthGarden F.S.
California
$3.63M
DE
502
Diversified Enterprises
Delaware
$3.62M
BFM
503
Broadview Financial Management
Wisconsin
$3.61M
LIA
504
LifePlan Investment Advisors
North Carolina
$3.59M
RFM
505
Royal Fund Management
Florida
$3.59M
PJSIMP
506
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.57M
FA
507
FC Advisory
Pennsylvania
$3.51M
B
508
Bensler
Washington
$3.51M
EWM
509
Empirical Wealth Management
Washington
$3.5M
KFP
510
KMG Fiduciary Partners
Ohio
$3.49M
BRWA
511
B. Riley Wealth Advisors
Florida
$3.46M
AFA
512
AllGen Financial Advisors
Florida
$3.44M
AC
513
Apella Capital
Connecticut
$3.43M
NEWAS
514
N.E.W. Advisory Services
Wisconsin
$3.43M
LFG
515
Larson Financial Group
Missouri
$3.42M
SCA
516
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M
PFBT
517
Parkside Financial Bank & Trust
Missouri
$3.4M
BAMG
518
Brand Asset Management Group
Missouri
$3.38M
AC
519
Avestar Capital
New York
$3.37M
ECM
520
Elgethun Capital Management
South Dakota
$3.35M
OPWM
521
Oxinas Partners Wealth Management
Indiana
$3.33M
Russell Investments Group
522
Russell Investments Group
United Kingdom
$3.32M
CCM
523
Condor Capital Management
New Jersey
$3.32M
CCM
524
Ciovacco Capital Management
Georgia
$3.32M
BL
525
BFSG LLC
California
$3.29M