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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
JSL
576
JT Stratford LLC
Georgia
$1.85M
BA
577
Bristlecone Advisors
Washington
$1.83M
MFG
578
Midwest Financial Group
Kansas
$1.83M
CIAS
579
Capital Investment Advisory Services
North Carolina
$1.82M
TC
580
Tenret Company
Florida
$1.82M
SNWA
581
Siligmueller & Norvid Wealth Advisors
Illinois
$1.81M
BFA
582
Beaumont Financial Advisors
Massachusetts
$1.81M
CCG
583
Capital CS Group
California
$1.8M
IAP
584
Indie Asset Partners
Indiana
$1.78M
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$1.77M
AWE
586
Avidian Wealth Enterprises
Texas
$1.77M
SG
587
StoneX Group
New York
$1.75M
CTA
588
Chesley Taft & Associates
Illinois
$1.74M
RWM
589
Reston Wealth Management
Virginia
$1.74M
SIAG
590
Signet Investment Advisory Group
Rhode Island
$1.73M
QCM
591
Quantinno Capital Management
New York
$1.73M
Natixis Advisors
592
Natixis Advisors
Massachusetts
$1.71M
HA
593
Herold Advisors
New York
$1.71M
HWA
594
HMV Wealth Advisors
Louisiana
$1.71M
MFF
595
Michels Family Financial
Texas
$1.68M
SWM
596
Sculati Wealth Management
Michigan
$1.67M
CM
597
Columbus Macro
Pennsylvania
$1.66M
PWMG
598
Prestige Wealth Management Group
New Jersey
$1.66M
QWM
599
Quadcap Wealth Management
Texas
$1.65M
CS
600
Crescent Sterling
Louisiana
$1.65M