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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
ACA
626
Aspire Capital Advisors
Washington
$1.45M
SC
627
SouthState Corp
Florida
$1.44M
RIS
628
Retirement Income Solutions
Michigan
$1.44M
TDWM
629
Topel & Distasi Wealth Management
California
$1.43M
YLHM
630
Yelin Lapidot Holdings Management
Israel
$1.43M
SWM
631
Spire Wealth Management
Virginia
$1.41M
GS
632
GWN Securities
Florida
$1.41M
TNA
633
True North Advisors
Texas
$1.39M
AA
634
Ancora Advisors
Ohio
$1.39M
LAM
635
L2 Asset Management
Massachusetts
$1.39M
LA
636
LexAurum Advisors
Kansas
$1.38M
SQA
637
Simon Quick Advisors
New Jersey
$1.37M
Comerica Bank
638
Comerica Bank
Texas
$1.36M
AIM
639
AMI Investment Management
Indiana
$1.34M
SWM
640
Segment Wealth Management
Texas
$1.33M
IRC
641
Investors Research Corp
Georgia
$1.33M
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
$1.32M
Brown Advisory
643
Brown Advisory
Maryland
$1.32M
PFS
644
Prospera Financial Services
Texas
$1.31M
MCM
645
MidAtlantic Capital Management
Virginia
$1.31M
BCP
646
Blackhawk Capital Partners
Wisconsin
$1.3M
OFG
647
Oxford Financial Group
Indiana
$1.3M
JWM
648
JFG Wealth Management
Colorado
$1.29M
CAWM
649
Capital Advisors Wealth Management
Washington
$1.28M
FA
650
FSA Advisors
Michigan
$1.28M