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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
JWM
676
JFG Wealth Management
Colorado
$1.56M
SWM
677
Segment Wealth Management
Texas
$1.55M
TNA
678
True North Advisors
Texas
$1.54M
SAG
679
SageView Advisory Group
California
$1.53M
AIM
680
AMI Investment Management
Indiana
$1.53M
FCB
681
First County Bank
Connecticut
$1.53M
SC
682
SouthState Corp
Florida
$1.53M
OFG
683
Oxford Financial Group
Indiana
$1.51M
TIAA Trust, National Association
684
TIAA Trust, National Association
North Carolina
$1.51M
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$1.49M
PFS
686
Prospect Financial Services
New York
$1.49M
AMCA
687
Arthur M. Cohen & Associates
Illinois
$1.48M
KF
688
K2 Financial
California
$1.47M
AWM
689
Arista Wealth Management
Nevada
$1.47M
KJWM
690
Kiley Juergens Wealth Management
Washington
$1.45M
SWM
691
Sculati Wealth Management
Michigan
$1.45M
SNBOSD
692
Security National Bank of So Dak
Iowa
$1.45M
IF
693
Integrity Financial
Wyoming
$1.45M
MA
694
Modus Advisors
Minnesota
$1.45M
OAS
695
Optivise Advisory Services
Tennessee
$1.45M
AIM
696
Avity Investment Management
Connecticut
$1.44M
CCM
697
Cloud Capital Management
Washington
$1.43M
GSEP
698
Golden State Equity Partners
California
$1.43M
CAL
699
Capital Analysts LLC
Pennsylvania
$1.43M
WCM
700
Whitener Capital Management
North Carolina
$1.41M