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Schwab US Large-Cap Growth ETF

1,443 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 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
FEM
776
Fulcrum Equity Management
Texas
$959K
NP
777
NorthRock Partners
Minnesota
$958K
ATI
778
ARK & TLK Investments
Oklahoma
$955K
MWM
779
Mission Wealth Management
California
$954K
FPF
780
First Pacific Financial
Washington
$953K
UB
781
UMB Bank
Missouri
$952K
PCI
782
Planning Center Inc
Illinois
$950K
OWM
783
OneAscent Wealth Management
Alabama
$940K
EFP
784
Elser Financial Planning
Indiana
$938K
SFG
785
Sovereign Financial Group
Connecticut
$931K
CA
786
CGN Advisors
Kansas
$915K
HW
787
Hancock Whitney
Mississippi
$909K
EL
788
Essex LLC
Illinois
$908K
DWT
789
Dorsey & Whitney Trust
South Dakota
$907K
LWA
790
Lantern Wealth Advisors
New York
$905K
FAG
791
Fortitude Advisory Group
Washington
$905K
OP
792
ORG Partners
Indiana
$904K
MTIC
793
Missouri Trust & Investment Company
Missouri
$896K
CAP
794
Columbia Advisory Partners
Washington
$889K
BWA
795
Burt Wealth Advisors
Maryland
$884K
WA
796
Wealth Architects
California
$874K
BC
797
Bulwark Capital
Florida
$874K
VFPW
798
Vantage Financial Partners (Wisconsin)
Wisconsin
$873K
CWM
799
Castle Wealth Management
Florida
$873K
SPL
800
Smart Portfolios LLC
Washington
$868K