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Schwab US Large-Cap Growth ETF

1,475 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 627 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$72.1M
BC
52
Brio Consultants
California
$70.7M
Stifel Financial
53
Stifel Financial
Missouri
$69.7M
AWM
54
Angeles Wealth Management
California
$69.6M
Two Sigma Investments
55
Two Sigma Investments
New York
$69M
UBS Group
56
UBS Group
Switzerland
$68.9M
AFG
57
Atomi Financial Group
New York
$67.9M
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$65.9M
GAM
59
Gemmer Asset Management
California
$64.1M
FMP
60
Financial Management Professionals
Texas
$63.7M
Creative Planning
61
Creative Planning
Kansas
$63.2M
UCFA
62
United Capital Financial Advisors
Texas
$62.6M
NFG
63
Nadler Financial Group
Illinois
$61.1M
MSFS
64
Main Street Financial Solutions
Pennsylvania
$60.6M
KLI
65
Kelman-Lazarov Inc
Tennessee
$59.2M
HWM
66
HB Wealth Management
Georgia
$58.7M
MFG
67
Merit Financial Group
Georgia
$58.5M
SB
68
Strategic Blueprint
Georgia
$58.4M
KAS
69
Kestra Advisory Services
Texas
$58.1M
BAM
70
Belpointe Asset Management
Nevada
$58.1M
NCMW
71
Northern Capital Management (Washington)
Washington
$56.9M
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$56.1M
BFG
73
Bleakley Financial Group
New Jersey
$55.3M
CST
74
Charles Schwab Trust
Nevada
$55M
TWM
75
Triton Wealth Management
Arizona
$54.2M