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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
TAM
501
Townsend Asset Management
North Carolina
$2.67M
CCM
502
Condor Capital Management
New Jersey
$2.67M
TWP
503
Tempus Wealth Planning
California
$2.65M
FA
504
Fermata Advisors
California
$2.65M
LWM
505
Latko Wealth Management
Illinois
$2.62M
CRC
506
Curi RMB Capital
Illinois
$2.62M
BAMG
507
Brand Asset Management Group
Missouri
$2.6M
BL
508
BFSG LLC
California
$2.59M
AWMG
509
Alliance Wealth Management Group
New Jersey
$2.56M
TCM
510
Towercrest Capital Management
Pennsylvania
$2.56M
Baird Financial Group
511
Baird Financial Group
Wisconsin
$2.55M
B
512
Birchbrook
Maine
$2.52M
Wealthfront Advisers
513
Wealthfront Advisers
California
$2.51M
AC
514
Avant Capital
Louisiana
$2.5M
SPI
515
Santori & Peters Inc
Pennsylvania
$2.46M
BCA
516
Bay Colony Advisors
Massachusetts
$2.42M
WA
517
WPG Advisers
Maryland
$2.42M
SFWA
518
Summit Financial Wealth Advisors
Louisiana
$2.39M
DC
519
Davenport & Co
Virginia
$2.39M
NF
520
Nikulski Financial
Iowa
$2.38M
CWA
521
Clearview Wealth Advisors
Oregon
$2.37M
LFG
522
Larson Financial Group
Missouri
$2.36M
AWA
523
Arkadios Wealth Advisors
Georgia
$2.34M
CWA
524
Crux Wealth Advisors
California
$2.31M
AAP
525
Arax Advisory Partners
Colorado
$2.31M