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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
HWA
776
Hilltop Wealth Advisors
North Carolina
$726K
EHC
777
Everett Harris & Co
California
$725K
FAG
778
Fortitude Advisory Group
Washington
$725K
MWM
779
Mission Wealth Management
California
$723K
OFS
780
OMC Financial Services
New York
$723K
MW
781
Maia Wealth
Colorado
$723K
WPW
782
Watershed Private Wealth
Illinois
$719K
CIR
783
Clear Investment Research
Georgia
$712K
EW
784
Element Wealth
Mississippi
$709K
LFS
785
Lutz Financial Services
Nebraska
$705K
NAMNJ
786
NorthStar Asset Management (New Jersey)
New Jersey
$702K
TWA
787
TCI Wealth Advisors
Arizona
$701K
CC
788
Callan Capital
California
$700K
AOWM
789
Alpha Omega Wealth Management
Virginia
$698K
AP
790
Adero Partners
California
$696K
LJAC
791
L.J. Altfest & Co
New York
$694K
PFA
792
Pure Financial Advisors
California
$691K
PPWM
793
Paragon Private Wealth Management
Kentucky
$687K
FWP
794
Forefront Wealth Partners
Texas
$686K
GA
795
Goldstein Advisors
Wisconsin
$686K
SI
796
Stephens Inc
Arkansas
$683K
GKWIM
797
Gerber Kawasaki Wealth & Investment Management
California
$681K
CCC
798
Compass Capital Corp
Massachusetts
$674K
JC
799
Jentner Corp
Ohio
$673K
IWN
800
Independent Wealth Network
Iowa
$673K