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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
CGFA
901
Colton Groome Financial Advisors
North Carolina
$630K
RFA
902
Resurgent Financial Advisors
Georgia
$629K
AFA
903
Alpha Financial Advisors
North Carolina
$628K
ECM
904
Evergreen Capital Management
Washington
$627K
OC
905
Oarsman Capital
Wisconsin
$627K
FRA
906
Front Row Advisors
California
$625K
TCM
907
Traynor Capital Management
Pennsylvania
$624K
FMII
908
Farmers & Merchants Investments Inc
Nebraska
$622K
TPWM
909
Twelve Points Wealth Management
Massachusetts
$622K
PIA
910
Pinion Investment Advisors
Kansas
$620K
SIA
911
SeaBridge Investment Advisors
New Jersey
$619K
SA
912
SRH Advisors
Kansas
$618K
HT
913
Headlands Technologies
Illinois
$617K
S
914
Sunpointe
Missouri
$614K
OL
915
Owen LaRue
Kentucky
$611K
FHC
916
First Heartland Consultants
Missouri
$609K
GLA
917
Good Life Advisors
Pennsylvania
$606K
AO
918
Advisor OS
Illinois
$604K
SW
919
SVB Wealth
Massachusetts
$593K
HH
920
Hilltop Holdings
Texas
$592K
BAWC
921
Boyce & Associates Wealth Consulting
Texas
$591K
PP
922
Patten & Patten
Tennessee
$590K
RFP
923
Root Financial Partners
California
$583K
VAS
924
Valicenti Advisory Services
New York
$579K
VCWA
925
Vanguard Capital Wealth Advisors
Colorado
$578K