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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
NHT
501
New Hampshire Trust
New Hampshire
$3.83M
MCC
502
Money Concepts Capital
Florida
$3.82M
TWP
503
Tempus Wealth Planning
California
$3.79M
TYCC
504
Texas Yale Capital Corp
Florida
$3.78M
DAS
505
Diversify Advisory Services
Utah
$3.77M
Janney Montgomery Scott
506
Janney Montgomery Scott
Pennsylvania
$3.76M
NL
507
NWAM LLC
Washington
$3.71M
GWM
508
Geneos Wealth Management
Colorado
$3.7M
IAA
509
Independent Advisor Alliance
North Carolina
$3.68M
CRC
510
Curi RMB Capital
Illinois
$3.65M
WFS
511
WealthGarden F.S.
California
$3.63M
DE
512
Diversified Enterprises
Delaware
$3.62M
BFM
513
Broadview Financial Management
Wisconsin
$3.61M
LIA
514
LifePlan Investment Advisors
North Carolina
$3.59M
RFM
515
Royal Fund Management
Florida
$3.59M
PJSIMP
516
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.57M
FA
517
FC Advisory
Pennsylvania
$3.51M
B
518
Bensler
Washington
$3.51M
EWM
519
Empirical Wealth Management
Washington
$3.5M
KFP
520
KMG Fiduciary Partners
Ohio
$3.49M
BRWA
521
B. Riley Wealth Advisors
Florida
$3.46M
AFA
522
AllGen Financial Advisors
Florida
$3.44M
AC
523
Apella Capital
Connecticut
$3.43M
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$3.43M
LFG
525
Larson Financial Group
Missouri
$3.42M