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Schwab US Large-Cap Growth ETF

1,357 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, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
18.43%
Holding in Top 10
201
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-8.22%
% of All Funds
2.73%
New
109
Increased
620
Reduced
450
Closed
91
Calls
$8.09M
Puts
$4.81M
Net Calls
+$3.28M
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
551
Snowden Capital Advisors
New York
$2.02M +$81.6K +3,257 +4%
HSA
552
HBK Sorce Advisory
Pennsylvania
$2M +$450K +17,971 +29%
PL
553
Plancorp LLC
Missouri
$2M +$855K +34,144 +75%
PJSIMP
554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.98M +$208K +8,319 +12%
VAS
555
Vestmark Advisory Solutions
Massachusetts
$1.96M +$1.96M +78,258 New
TC
556
TFR Capital
Texas
$1.96M -$334K -13,340 -15%
LPAM
557
Lodestar Private Asset Management
California
$1.95M -$47.9K -1,912 -2%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$1.94M
ONB
559
Old National Bancorp
Indiana
$1.93M +$408K +16,300 +27%
SA
560
Strategic Advisors
New York
$1.93M +$58.7K +2,343 +3%
RWRC
561
R.W. Roge & Company
New York
$1.93M +$590K +23,564 +44%
NL
562
NWAM LLC
Washington
$1.91M +$82K +3,273 +4%
AA
563
Apriem Advisors
California
$1.91M +$923K +36,853 +94%
SA
564
Strategic Advocates
Utah
$1.91M -$37.9K -1,515 -2%
CWM
565
Cornerstone Wealth Management
Missouri
$1.91M -$37.3K -1,490 -2%
PPC
566
Park Place Capital
Alabama
$1.9M -$4.26M -170,150 -69%
MF
567
Montis Financial
Massachusetts
$1.89M -$203K -8,094 -10%
AP
568
Appleton Partners
Massachusetts
$1.88M +$140K +5,577 +8%
CHA
569
Cooper/Haims Advisors
New York
$1.87M +$150 +6 +0%
ACG
570
Allen Capital Group
Nebraska
$1.87M +$5.96K +238 +0.3%
DSC
571
Duncker Streett & Co
Missouri
$1.87M +$125 +5 +0%
GHA
572
GW Henssler & Associates
Georgia
$1.86M +$1.37M +54,903 +283%
AGC
573
Aspen Grove Capital
Colorado
$1.86M +$1.33K +53 +0.1%
VFIC
574
Valley Forge Investment Consultants
Pennsylvania
$1.86M +$467K +18,650 +34%
FPL
575
Fortress Private Ledger
North Carolina
$1.86M +$66K +2,635 +4%