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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
WP
826
WealthPLAN Partners
Nebraska
$617K
OWMIAS
827
One Wealth Management Investment & Advisory Services
Florida
$617K
SAM
828
Smartleaf Asset Management
Massachusetts
$611K
SWP
829
Sagespring Wealth Partners
Tennessee
$609K
CWC
830
Carolinas Wealth Consulting
North Carolina
$606K
RPGNY
831
Retirement Planning Group (New York)
New York
$603K
HIP
832
HUB Investment Partners
Texas
$600K
WFA
833
WMG Financial Advisors
Tennessee
$599K
LWM
834
Lakeridge Wealth Management
Ohio
$599K
PFP
835
Pinnacle Financial Partners
Tennessee
$595K
AAS
836
Annex Advisory Services
Wisconsin
$591K
OWM
837
OneAscent Wealth Management
Alabama
$590K
CCM
838
Cloud Capital Management
Washington
$590K
QP
839
Quartz Partners
New York
$589K
PWAM
840
Private Wealth Asset Management
Iowa
$585K
1832 Asset Management
841
1832 Asset Management
Ontario, Canada
$584K
RA
842
Resolute Advisors
California
$580K
Russell Investments Group
843
Russell Investments Group
United Kingdom
$579K
HCWM
844
Hidden Cove Wealth Management
Washington
$575K
LRPA
845
L. Roy Papp & Associates
Arizona
$574K
CGFA
846
Colton Groome Financial Advisors
North Carolina
$570K
OAM
847
Oppenheimer Asset Management
New York
$567K
SFC
848
SYM Financial Corp
Indiana
$565K
EK
849
Evensky & Katz
Florida
$563K
PIMG
850
Patriot Investment Management Group
Tennessee
$558K