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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
BAWC
901
Boyce & Associates Wealth Consulting
Texas
$488K
MA
902
MONECO Advisors
Connecticut
$487K
PP
903
Patten & Patten
Tennessee
$486K
FHA
904
Flagship Harbor Advisors
Massachusetts
$485K
TPBG
905
Turning Point Benefit Group
Maryland
$485K
SAW
906
Signal Advisors Wealth
Michigan
$484K
RC
907
Roundview Capital
New Jersey
$480K
RAS
908
RPS Advisory Solutions
Kentucky
$478K
GWMR
909
GC Wealth Management RIA
Massachusetts
$478K
PMFA
910
Plante Moran Financial Advisors
Michigan
$477K
FA
911
Fortis Advisors
Pennsylvania
$475K
PGAM
912
Princeton Global Asset Management
New Jersey
$469K
FWM
913
Focused Wealth Management
New York
$467K
MW
914
Marcum Wealth
Ohio
$465K
IWA
915
IVC Wealth Advisors
Pennsylvania
$464K
CG
916
Caprock Group
Idaho
$460K
AFA
917
Alpha Financial Advisors
North Carolina
$458K
AIM
918
Aspen Investment Management
Michigan
$456K
CFG
919
Citizens Financial Group
Rhode Island
$456K
EAM
920
Everstar Asset Management
North Carolina
$454K
KCM
921
KM Capital Management
Texas
$454K
KA
922
Klingman & Associates
New York
$449K
FG
923
Fairman Group
Pennsylvania
$449K
HWM
924
Hohimer Wealth Management
Washington
$449K
NSAM
925
North Star Asset Management
Wisconsin
$448K