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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
MCWS
851
McKinley Carter Wealth Services
West Virginia
$558K
CIP
852
Capital Insight Partners
Arizona
$555K
SCM
853
SOL Capital Management
Maryland
$552K
DCM
854
Davis Capital Management
Florida
$552K
SIA
855
Soltis Investment Advisors
Utah
$551K
AWM
856
Axxcess Wealth Management
California
$550K
FWTB
857
First Western Trust Bank
Colorado
$549K
HI
858
Hoey Investments
Pennsylvania
$547K
NIWA
859
New Insight Wealth Advisors
California
$544K
SC
860
Soundwatch Capital
Connecticut
$541K
HBW
861
Hazlett, Burt & Watson
West Virginia
$539K
RWM
862
RBA Wealth Management
California
$538K
MSS
863
Mitchell Sinkler & Starr
Pennsylvania
$538K
SFG
864
Synergy Financial Group
California
$537K
WBC
865
West Branch Capital
Massachusetts
$534K
RWM
866
Ritholtz Wealth Management
New York
$534K
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$533K
OC
868
Oarsman Capital
Wisconsin
$533K
EFP
869
Elser Financial Planning
Indiana
$530K
SIA
870
SeaBridge Investment Advisors
New Jersey
$530K
SA
871
SRH Advisors
Kansas
$530K
PWA
872
Peterson Wealth Advisors
Utah
$525K
BW
873
BIP Wealth
Georgia
$524K
GG
874
Greenwood Gearhart
Arkansas
$519K
MWM
875
MBE Wealth Management
Wisconsin
$518K