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Schwab US Large-Cap Growth ETF

1,436 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 637 increasing their positions, 452 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
BC
51
Brio Consultants
California
$65.8M
MCM
52
MAI Capital Management
Ohio
$65.8M
Stifel Financial
53
Stifel Financial
Missouri
$62.1M
KAS
54
Kestra Advisory Services
Texas
$61.6M
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M
AWM
56
Angeles Wealth Management
California
$61M
UBS Group
57
UBS Group
Switzerland
$60.9M
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$60.7M
UCFA
59
United Capital Financial Advisors
Texas
$59.1M
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$59M
FMP
61
Financial Management Professionals
Texas
$58M
VWA
62
Visionary Wealth Advisors
Illinois
$58M
NFG
63
Nadler Financial Group
Illinois
$56.7M
MFG
64
Merit Financial Group
Georgia
$56M
Creative Planning
65
Creative Planning
Kansas
$54.7M
KLI
66
Kelman-Lazarov Inc
Tennessee
$54.6M
MSFS
67
Main Street Financial Solutions
Pennsylvania
$54.1M
GAM
68
Gemmer Asset Management
California
$53.6M
AFG
69
Atomi Financial Group
New York
$53.5M
NCMW
70
Northern Capital Management (Washington)
Washington
$52.8M
PCIA
71
Prime Capital Investment Advisors
Kansas
$52.2M
HWM
72
HB Wealth Management
Georgia
$52M
CWA
73
Cornerstone Wealth Advisors
Minnesota
$51M
BAM
74
Belpointe Asset Management
Nevada
$50.4M
BFS
75
Burkett Financial Services
South Carolina
$49.8M