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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
CCC
826
Compass Capital Corp
Massachusetts
$793K
SWM
827
SpringVest Wealth Management
Texas
$792K
LJAC
828
L.J. Altfest & Co
New York
$789K
JWS
829
Juncture Wealth Strategies
Arizona
$787K
ABC
830
Associated Banc-Corp
Wisconsin
$786K
IAIM
831
International Assets Investment Management
Florida
$785K
SFS
832
Summit Financial Strategies
Ohio
$784K
GC
833
Grimes & Company
Massachusetts
$777K
NB
834
NBT Bank
New York
$775K
DBIA
835
Dumont & Blake Investment Advisors
New Jersey
$773K
GCA
836
Genesee Capital Advisors
New York
$771K
EA
837
Ergawealth Advisors
Illinois
$771K
WFA
838
WMG Financial Advisors
Tennessee
$771K
Members Trust
839
Members Trust
Florida
$769K
HF
840
HRT Financial
New York
$763K
JC
841
Jentner Corp
Ohio
$762K
TPBG
842
Turning Point Benefit Group
Maryland
$762K
FWCM
843
Ferguson Wellman Capital Management
Oregon
$760K
PA
844
Pinnacle Associates
New York
$760K
CAM
845
Costello Asset Management
Pennsylvania
$750K
TA
846
TFB Advisors
Kansas
$750K
FA
847
FSA Advisors
Michigan
$749K
PIN
848
Prudent Investors Network
California
$748K
RA
849
Ruggaard & Associates
Ohio
$743K
CSIC
850
Clifford Swan Investment Counsel
California
$738K