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Schwab US Large-Cap Growth ETF

1,443 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
CPSAC
926
Chas P. Smith & Associates (CPS)
Florida
$573K
SAM
927
Smartleaf Asset Management
Massachusetts
$570K
FHA
928
Flagship Harbor Advisors
Massachusetts
$567K
AWM
929
Accurate Wealth Management
Florida
$567K
LFS
930
Lutz Financial Services
Nebraska
$565K
PA
931
Parallel Advisors
California
$563K
EAM
932
Evanson Asset Management
California
$559K
WIP
933
WealthCare Investment Partners
Rhode Island
$559K
WAT
934
Wealth Advisory Team
Kentucky
$559K
EWA
935
EverSource Wealth Advisors
Alabama
$556K
MAS
936
Meeder Advisory Services
Ohio
$555K
BJL
937
Brighton Jones LLC
Washington
$554K
MA
938
MONECO Advisors
Connecticut
$552K
JIP
939
Jaffetilchin Investment Partners
Florida
$551K
PGAM
940
Princeton Global Asset Management
New Jersey
$547K
PMFA
941
Plante Moran Financial Advisors
Michigan
$547K
SFG
942
Synergy Financial Group
California
$547K
FWM
943
Focused Wealth Management
New York
$544K
PTC
944
Private Trust Company
Ohio
$536K
VFG
945
Victory Financial Group
Texas
$534K
AIM
946
Aspen Investment Management
Michigan
$532K
CFG
947
Citizens Financial Group
Rhode Island
$531K
BTI
948
Blue Trust Inc
Georgia
$525K
HWM
949
Hohimer Wealth Management
Washington
$524K
MFWP
950
Mosaic Family Wealth Partners
Missouri
$520K