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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
SCA
551
Snowden Capital Advisors
New York
$2.02M
HSA
552
HBK Sorce Advisory
Pennsylvania
$2M
PL
553
Plancorp LLC
Missouri
$2M
PJSIMP
554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.98M
VAS
555
Vestmark Advisory Solutions
Massachusetts
$1.96M
TC
556
TFR Capital
Texas
$1.96M
LPAM
557
Lodestar Private Asset Management
California
$1.95M
PFBT
558
Parkside Financial Bank & Trust
Missouri
$1.94M
ONB
559
Old National Bancorp
Indiana
$1.93M
SA
560
Strategic Advisors
New York
$1.93M
RWRC
561
R.W. Roge & Company
New York
$1.93M
NL
562
NWAM LLC
Washington
$1.91M
AA
563
Apriem Advisors
California
$1.91M
SA
564
Strategic Advocates
Utah
$1.91M
CWM
565
Cornerstone Wealth Management
Missouri
$1.91M
PPC
566
Park Place Capital
Alabama
$1.9M
MF
567
Montis Financial
Massachusetts
$1.89M
AP
568
Appleton Partners
Massachusetts
$1.88M
CHA
569
Cooper/Haims Advisors
New York
$1.87M
ACG
570
Allen Capital Group
Nebraska
$1.87M
DSC
571
Duncker Streett & Co
Missouri
$1.87M
GHA
572
GW Henssler & Associates
Georgia
$1.86M
AGC
573
Aspen Grove Capital
Colorado
$1.86M
VFIC
574
Valley Forge Investment Consultants
Pennsylvania
$1.86M
FPL
575
Fortress Private Ledger
North Carolina
$1.86M