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Schwab US Large-Cap Growth ETF

1,433 hedge funds and large institutions have $23.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 636 increasing their positions, 451 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.21%
Holding in Top 10
218
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.46%
% of All Funds
2.92%
New
160
Increased
636
Reduced
451
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
526
Wealthfront Advisers
California
$3.12M +$195K +6,692 +7%
CCM
527
Condor Capital Management
New Jersey
$3.11M -$4.82K -165 -0.2%
CCM
528
Ciovacco Capital Management
Georgia
$3.09M -$11.6M -395,845 -79%
LFG
529
Larson Financial Group
Missouri
$3.07M +$318K +10,871 +12%
OPWM
530
Oxinas Partners Wealth Management
Indiana
$3.06M -$72.8K -2,493 -2%
BL
531
BFSG LLC
California
$3.04M +$25.2K +863 +0.8%
OC
532
Optima Capital
Oregon
$3.04M +$2.78M +95,171 +1,056%
GPFA
533
Game Plan Financial Advisors
Ohio
$3.03M -$3.41M -139,332 -53%
RWM
534
Revisor Wealth Management
Ohio
$3M +$417K +14,173 +16%
AWMG
535
Alliance Wealth Management Group
New Jersey
$2.99M
TCM
536
Towercrest Capital Management
Pennsylvania
$2.99M
Russell Investments Group
537
Russell Investments Group
United Kingdom
$2.97M +$2.29M +78,465 +339%
SPI
538
Santori & Peters Inc
Pennsylvania
$2.93M +$54.8K +1,877 +2%
TAM
539
Townsend Asset Management
North Carolina
$2.91M -$213K -7,285 -7%
BCA
540
Bay Colony Advisors
Massachusetts
$2.89M +$63.1K +2,160 +2%
AC
541
Avant Capital
Louisiana
$2.87M -$38.8K -1,328 -1%
NF
542
Nikulski Financial
Iowa
$2.84M +$62.3K +2,133 +2%
CWA
543
Clearview Wealth Advisors
Oregon
$2.81M +$44K +1,508 +2%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$2.74M -$55.2K -1,891 -2%
B
545
Birchbrook
Maine
$2.73M -$207K -7,088 -7%
CWA
546
Crux Wealth Advisors
California
$2.72M +$16.4K +562 +0.6%
AL
547
ACAS LLC
California
$2.7M -$25.9K -842 -0.9%
PCWA
548
Pacific Capital Wealth Advisors
California
$2.69M +$2.69M +92,201 New
SCA
549
Scott Capital Advisors
Oregon
$2.62M +$1.71K +58 +0.1%
LA
550
LexAurum Advisors
Kansas
$2.58M +$969K +33,187 +60%