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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
WG
651
Wealth Group
North Carolina
$1.27M
AMCA
652
Arthur M. Cohen & Associates
Illinois
$1.27M
SAG
653
SageView Advisory Group
California
$1.25M
BFA
654
Beacon Financial Advisory
Ohio
$1.25M
CIA
655
Capital Investment Advisors
Georgia
$1.25M
MAM
656
Marotta Asset Management
Virginia
$1.24M
SNBOSD
657
Security National Bank of So Dak
Iowa
$1.24M
MA
658
Modus Advisors
Minnesota
$1.24M
AIM
659
Avity Investment Management
Connecticut
$1.24M
DWM
660
Destination Wealth Management
California
$1.23M
GAA
661
Global Assets Advisory
Florida
$1.23M
CAL
662
Capital Analysts LLC
Pennsylvania
$1.23M
OAS
663
Optivise Advisory Services
Tennessee
$1.22M
KP
664
Keel Point
Alabama
$1.21M
D.E. Shaw & Co
665
D.E. Shaw & Co
New York
$1.21M
PFA
666
Petra Financial Advisors
Colorado
$1.19M
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$1.18M
GSEP
668
Golden State Equity Partners
California
$1.17M
SEIA
669
Signature Estate & Investment Advisors
California
$1.15M
KF
670
K2 Financial
California
$1.15M
OFS
671
OneAscent Financial Services
Alabama
$1.15M
AI
672
Accredited Investors
Minnesota
$1.14M
VA
673
Valmark Advisers
Ohio
$1.14M
PCMN
674
Paradigm Capital Management (Nevada)
Nevada
$1.13M
KCM
675
Kathmere Capital Management
Pennsylvania
$1.12M