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Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
801
Blueprint Financial Advisors
North Carolina
$984K
LWA
802
Lantern Wealth Advisors
New York
$984K
MTIC
803
Missouri Trust & Investment Company
Missouri
$978K
GWMR
804
GC Wealth Management RIA
Massachusetts
$978K
AL
805
Aspiriant LLC
California
$978K
BIM
806
Bridges Investment Management
Nebraska
$969K
EHC
807
Everett Harris & Co
California
$955K
WA
808
Wealth Architects
California
$955K
BWA
809
Burt Wealth Advisors
Maryland
$953K
VFPW
810
Vantage Financial Partners (Wisconsin)
Wisconsin
$953K
CWM
811
Castle Wealth Management
Florida
$953K
OP
812
ORG Partners
Indiana
$943K
SFC
813
Strategic Financial Concepts
Texas
$940K
GWSA
814
Global Wealth Strategies & Associates
Colorado
$937K
GI
815
GS Investments
Minnesota
$931K
CCA
816
Clarity Capital Advisors
Florida
$926K
SPL
817
Smart Portfolios LLC
Washington
$924K
OFS
818
OMC Financial Services
New York
$917K
FIM
819
Freedom Investment Management
Connecticut
$915K
MWM
820
Moran Wealth Management
Florida
$914K
EL
821
Essex LLC
Illinois
$909K
JWS
822
Juncture Wealth Strategies
Arizona
$905K
WPW
823
Watershed Private Wealth
Illinois
$903K
SFG
824
Sovereign Financial Group
Connecticut
$901K
OAJ
825
Ogorek Anthony Joseph
New York
$900K