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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
IA
676
IFG Advisory
Georgia
$1.12M
TA
677
TrueWealth Advisors
Alabama
$1.1M
CB
678
Commerce Bank
Missouri
$1.1M
GAA
679
Guardian Asset Advisors
Pennsylvania
$1.09M
CS
680
Capital Square
Tennessee
$1.08M
FC
681
Fusion Capital
South Carolina
$1.08M
WWA
682
WCG Wealth Advisors
Nevada
$1.07M
RF
683
RHS Financial
California
$1.07M
VA
684
VestGen Advisors
Illinois
$1.06M
RFN
685
Redwood Financial Network
Ohio
$1.05M
BSCCG
686
Blue Sky Capital Consultants Group
California
$1.05M
IWP
687
Insight Wealth Partners
Texas
$1.05M
WCM
688
Whitener Capital Management
North Carolina
$1.04M
BWM
689
BCS Wealth Management
Tennessee
$1.04M
GC
690
Gilbert & Cook
Iowa
$1.04M
VFA
691
Valeo Financial Advisors
Indiana
$1.04M
AF
692
Advisornet Financial
Minnesota
$1.03M
AG
693
AmeriFlex Group
Nevada
$1.02M
FPF
694
First Pacific Financial
Washington
$1.02M
CCB
695
Cutter & Co Brokerage
Missouri
$1.02M
FCB
696
First County Bank
Connecticut
$1.01M
NP
697
NorthRock Partners
Minnesota
$1.01M
AC
698
Apella Capital
Connecticut
$1.01M
SFG
699
SevenBridge Financial Group
Pennsylvania
$1M
PIA
700
Pinion Investment Advisors
Kansas
$1M