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Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$2.74M
B
552
Birchbrook
Maine
$2.73M
CWA
553
Crux Wealth Advisors
California
$2.72M
AL
554
ACAS LLC
California
$2.7M
PCWA
555
Pacific Capital Wealth Advisors
California
$2.69M
SCA
556
Scott Capital Advisors
Oregon
$2.62M
LA
557
LexAurum Advisors
Kansas
$2.58M
PJSIMP
558
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M
NL
559
NWAM LLC
Washington
$2.55M
WI
560
Westbourne Investments
Virginia
$2.54M
BWMG
561
Barnes Wealth Management Group
California
$2.54M
BCM
562
Becker Capital Management
Oregon
$2.54M
SWA
563
Sightline Wealth Advisors
Connecticut
$2.53M
TI
564
Tidal Investments
Wisconsin
$2.53M
HFA
565
Highland Financial Advisors
New Jersey
$2.52M
SMA
566
Sage Mountain Advisors
Georgia
$2.51M
LPAM
567
Lodestar Private Asset Management
California
$2.51M
DAS
568
Diversify Advisory Services
Utah
$2.5M
UAG
569
United Advisor Group
Ohio
$2.49M
ST
570
Smithfield Trust
Pennsylvania
$2.49M
TVM
571
True Vision MN
Minnesota
$2.49M
CCG
572
Capital CS Group
California
$2.48M
WRPWM
573
Werba Rubin Papier Wealth Management
California
$2.48M
FAIM
574
Financial Advocates Investment Management
Washington
$2.45M
SCA
575
Snowden Capital Advisors
New York
$2.43M