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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
KIA
751
KCM Investment Advisors
California
$784K
SFG
752
Sovereign Financial Group
Connecticut
$784K
DWT
753
Dorsey & Whitney Trust
South Dakota
$777K
BWA
754
Burt Wealth Advisors
Maryland
$774K
MTIC
755
Missouri Trust & Investment Company
Missouri
$768K
ST
756
Sabal Trust
Florida
$767K
BFS
757
BridgePort Financial Solutions
Iowa
$762K
AIP
758
Almanack Investment Partners
Pennsylvania
$762K
PTC
759
Private Trust Company
Ohio
$755K
WA
760
Wealth Architects
California
$749K
VFPW
761
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K
CWM
762
Castle Wealth Management
Florida
$749K
RFA
763
Resurgent Financial Advisors
Georgia
$747K
APW
764
Aurora Private Wealth
New Jersey
$741K
GI
765
GS Investments
Minnesota
$741K
SPL
766
Smart Portfolios LLC
Washington
$741K
SWM
767
SpringVest Wealth Management
Texas
$739K
YIH
768
Y-Intercept (HK)
Hong Kong
$739K
BWA
769
Beam Wealth Advisors
Louisiana
$735K
WAG
770
Windsor Advisory Group
Ohio
$732K
OAJ
771
Ogorek Anthony Joseph
New York
$729K
BAM
772
Bellevue Asset Management
Washington
$728K
SFS
773
Summit Financial Strategies
Ohio
$728K
CA
774
CGN Advisors
Kansas
$727K
CCA
775
Clarity Capital Advisors
Florida
$726K