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Schwab US Large-Cap Growth ETF

1,502 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, 640 increasing their positions, 523 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
AA
501
Aire Advisors
California
$3.86M
NHT
502
New Hampshire Trust
New Hampshire
$3.83M
MCC
503
Money Concepts Capital
Florida
$3.82M
TWP
504
Tempus Wealth Planning
California
$3.79M
TYCC
505
Texas Yale Capital Corp
Florida
$3.78M
DAS
506
Diversify Advisory Services
Utah
$3.77M
Janney Montgomery Scott
507
Janney Montgomery Scott
Pennsylvania
$3.76M
NL
508
NWAM LLC
Washington
$3.71M
GWM
509
Geneos Wealth Management
Colorado
$3.7M
IAA
510
Independent Advisor Alliance
North Carolina
$3.68M
CRC
511
Curi RMB Capital
Illinois
$3.65M
WFS
512
WealthGarden F.S.
California
$3.63M
DE
513
Diversified Enterprises
Delaware
$3.62M
BFM
514
Broadview Financial Management
Wisconsin
$3.61M
LIA
515
LifePlan Investment Advisors
North Carolina
$3.59M
RFM
516
Royal Fund Management
Florida
$3.59M
PJSIMP
517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.57M
FA
518
FC Advisory
Pennsylvania
$3.51M
B
519
Bensler
Washington
$3.51M
EWM
520
Empirical Wealth Management
Washington
$3.5M
KFP
521
KMG Fiduciary Partners
Ohio
$3.49M
BRWA
522
B. Riley Wealth Advisors
Florida
$3.46M
AFA
523
AllGen Financial Advisors
Florida
$3.44M
AC
524
Apella Capital
Connecticut
$3.43M
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$3.43M