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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
DSC
601
Duncker Streett & Co
Missouri
$2.18M
MF
602
Montis Financial
Massachusetts
$2.17M
RWM
603
Reston Wealth Management
Virginia
$2.17M
AGC
604
Aspen Grove Capital
Colorado
$2.17M
ONB
605
Old National Bancorp
Indiana
$2.16M
AP
606
Appleton Partners
Massachusetts
$2.16M
CM
607
Columbus Macro
Pennsylvania
$2.14M
BA
608
Bristlecone Advisors
Washington
$2.14M
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$2.14M
MC
610
Moors & Cabot
Massachusetts
$2.14M
QWM
611
Quadcap Wealth Management
Texas
$2.14M
RWRC
612
R.W. Roge & Company
New York
$2.13M
GM
613
GeoWealth Management
Illinois
$2.13M
TC
614
Tenret Company
Florida
$2.12M
RSWM
615
Robertson Stephens Wealth Management
California
$2.11M
BFA
616
Beaumont Financial Advisors
Massachusetts
$2.1M
MAM
617
Milestone Asset Management
Pennsylvania
$2.1M
CWM
618
Cornerstone Wealth Management
Missouri
$2.1M
NWAG
619
Net Worth Advisory Group
Utah
$2.08M
MC
620
McCarthy & Cox
Ohio
$2.07M
BBPWM
621
Blue Bell Private Wealth Management
Pennsylvania
$2.06M
CIAS
622
Capital Investment Advisory Services
North Carolina
$2.05M
SNWA
623
Siligmueller & Norvid Wealth Advisors
Illinois
$2.02M
MFF
624
Michels Family Financial
Texas
$2.01M
BPW
625
BLVD Private Wealth
Kentucky
$2M