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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
BPWM
776
Badgley Phelps Wealth Managers
Washington
$974K
RZH
777
Relyea Zuckerberg Hanson
Connecticut
$967K
PPWM
778
Paragon Private Wealth Management
Kentucky
$966K
FEM
779
Fulcrum Equity Management
Texas
$959K
NP
780
NorthRock Partners
Minnesota
$958K
ATI
781
ARK & TLK Investments
Oklahoma
$955K
MWM
782
Mission Wealth Management
California
$954K
FPF
783
First Pacific Financial
Washington
$953K
UB
784
UMB Bank
Missouri
$952K
PCI
785
Planning Center Inc
Illinois
$950K
OWM
786
OneAscent Wealth Management
Alabama
$940K
EFP
787
Elser Financial Planning
Indiana
$938K
SFG
788
Sovereign Financial Group
Connecticut
$931K
CA
789
CGN Advisors
Kansas
$915K
HW
790
Hancock Whitney
Mississippi
$909K
EL
791
Essex LLC
Illinois
$908K
DWT
792
Dorsey & Whitney Trust
South Dakota
$907K
LWA
793
Lantern Wealth Advisors
New York
$905K
FAG
794
Fortitude Advisory Group
Washington
$905K
OP
795
ORG Partners
Indiana
$904K
MTIC
796
Missouri Trust & Investment Company
Missouri
$896K
CAP
797
Columbia Advisory Partners
Washington
$889K
BWA
798
Burt Wealth Advisors
Maryland
$884K
WA
799
Wealth Architects
California
$874K
BC
800
Bulwark Capital
Florida
$874K