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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
801
Burt Wealth Advisors
Maryland
$953K
VFPW
802
Vantage Financial Partners (Wisconsin)
Wisconsin
$953K
CWM
803
Castle Wealth Management
Florida
$953K
OP
804
ORG Partners
Indiana
$943K
SFC
805
Strategic Financial Concepts
Texas
$940K
GWSA
806
Global Wealth Strategies & Associates
Colorado
$937K
GI
807
GS Investments
Minnesota
$931K
CCA
808
Clarity Capital Advisors
Florida
$926K
SPL
809
Smart Portfolios LLC
Washington
$924K
OFS
810
OMC Financial Services
New York
$917K
FIM
811
Freedom Investment Management
Connecticut
$915K
MWM
812
Moran Wealth Management
Florida
$914K
EL
813
Essex LLC
Illinois
$909K
JWS
814
Juncture Wealth Strategies
Arizona
$905K
WPW
815
Watershed Private Wealth
Illinois
$903K
SFG
816
Sovereign Financial Group
Connecticut
$901K
OAJ
817
Ogorek Anthony Joseph
New York
$900K
NAMNJ
818
NorthStar Asset Management (New Jersey)
New Jersey
$894K
HWA
819
Hilltop Wealth Advisors
North Carolina
$889K
CE
820
Cornerstone Enterprises
Wisconsin
$887K
RPGNY
821
Retirement Planning Group (New York)
New York
$885K
TA
822
TFB Advisors
Kansas
$881K
BOSSRA
823
B.O.S.S. Retirement Advisors
Utah
$877K
TCWM
824
Total Clarity Wealth Management
Illinois
$872K
GA
825
Goldstein Advisors
Wisconsin
$869K