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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
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
DAS
501
Diversify Advisory Services
Utah
$3.77M
Janney Montgomery Scott
502
Janney Montgomery Scott
Pennsylvania
$3.76M
GWM
503
Geneos Wealth Management
Colorado
$3.7M
IAA
504
Independent Advisor Alliance
North Carolina
$3.68M
CRC
505
Curi RMB Capital
Illinois
$3.65M
WFS
506
WealthGarden F.S.
California
$3.63M
DE
507
Diversified Enterprises
Delaware
$3.62M
BFM
508
Broadview Financial Management
Wisconsin
$3.61M
LIA
509
LifePlan Investment Advisors
North Carolina
$3.59M
RFM
510
Royal Fund Management
Florida
$3.59M
PJSIMP
511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.57M
FA
512
FC Advisory
Pennsylvania
$3.51M
B
513
Bensler
Washington
$3.51M
EWM
514
Empirical Wealth Management
Washington
$3.5M
KFP
515
KMG Fiduciary Partners
Ohio
$3.49M
BRWA
516
B. Riley Wealth Advisors
Florida
$3.46M
AFA
517
AllGen Financial Advisors
Florida
$3.44M
AC
518
Apella Capital
Connecticut
$3.43M
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$3.43M
LFG
520
Larson Financial Group
Missouri
$3.42M
SCA
521
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M
PFBT
522
Parkside Financial Bank & Trust
Missouri
$3.4M
BAMG
523
Brand Asset Management Group
Missouri
$3.38M
AC
524
Avestar Capital
New York
$3.37M
ECM
525
Elgethun Capital Management
South Dakota
$3.35M