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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
TPWM
876
Twelve Points Wealth Management
Massachusetts
$518K
FRA
877
Front Row Advisors
California
$513K
TPW
878
Tiller Private Wealth
Pennsylvania
$513K
GBWM
879
Granite Bay Wealth Management
New Hampshire
$512K
IAIM
880
International Assets Investment Management
Florida
$511K
ATPW
881
Ashton Thomas Private Wealth
Arizona
$511K
VWM
882
Vermillion Wealth Management
Minnesota
$511K
GLA
883
Good Life Advisors
Pennsylvania
$510K
EAM
884
Evanson Asset Management
California
$507K
VAS
885
Valicenti Advisory Services
New York
$507K
OL
886
Owen LaRue
Kentucky
$505K
WP
887
Westmount Partners
California
$504K
AO
888
Advisor OS
Illinois
$503K
DPI
889
Diversified Portfolios Inc
Michigan
$496K
SC
890
Scotia Capital
Ontario, Canada
$495K
BlackRock
891
BlackRock
New York
$494K
BDFN
892
Bond & Devick Financial Network
Minnesota
$494K
SOWAS
893
Silver Oak Wealth Advisors Services
California
$493K
FHC
894
First Heartland Consultants
Missouri
$493K
NG
895
NWK Group
California
$492K
CPSAC
896
Chas P. Smith & Associates (CPS)
Florida
$491K
HH
897
Hilltop Holdings
Texas
$491K
FSA
898
Financial Sense Advisors
California
$490K
JIP
899
Jaffetilchin Investment Partners
Florida
$490K
MAS
900
Meeder Advisory Services
Ohio
$488K