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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
HAS
601
HBW Advisory Services
California
$1.62M
WPC
602
Wedmont Private Capital
Pennsylvania
$1.62M
BIG
603
Brookwood Investment Group
Arizona
$1.61M
MC
604
Montag & Caldwell
Georgia
$1.6M
B
605
Bailard
California
$1.58M
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$1.57M
S
607
Sachetta
Massachusetts
$1.56M
PNC Financial Services Group
608
PNC Financial Services Group
Pennsylvania
$1.56M
MHS
609
M Holdings Securities
Oregon
$1.55M
Pathstone Holdings
610
Pathstone Holdings
New Jersey
$1.55M
CFO
611
Custos Family Office
Texas
$1.54M
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$1.54M
GWWM
613
Great Waters Wealth Management
Minnesota
$1.53M
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$1.53M
SPA
615
Sentinel Pension Advisors
Massachusetts
$1.53M
NHT
616
New Hampshire Trust
New Hampshire
$1.51M
CAP
617
Columbia Advisory Partners
Washington
$1.5M
GM
618
GeoWealth Management
Illinois
$1.48M
SA
619
Stewardship Advisors
Pennsylvania
$1.48M
AWP
620
Atlas Wealth Partners
Pennsylvania
$1.48M
JIR
621
James Investment Research
Ohio
$1.47M
CFP
622
Comprehensive Financial Planning
Pennsylvania
$1.47M
MFA
623
Millington Financial Advisors
Illinois
$1.47M
FC
624
Financial Consulate
Maryland
$1.46M
JCFM
625
JBR Co Financial Management
Oklahoma
$1.45M