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Schwab US Large-Cap Growth ETF

1,477 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
951
Mosaic Family Wealth Partners
Missouri
$566K
GAA
952
Global Assets Advisory
Florida
$566K
ZRP
953
Zynergy Retirement Planning
New Jersey
$561K
SA
954
Sovran Advisors
California
$559K
CWM
955
Cabot Wealth Management
Massachusetts
$558K
WFA
956
WMG Financial Advisors
Tennessee
$558K
CWP
957
Core Wealth Partners
California
$554K
DLCIG
958
D.L. Carlson Investment Group
New Hampshire
$553K
KA
959
Klingman & Associates
New York
$552K
IWA
960
IVC Wealth Advisors
Pennsylvania
$551K
TPW
961
Tiller Private Wealth
Pennsylvania
$549K
MI
962
Moneywise Inc
Virginia
$548K
ZF
963
Zhang Financial
Michigan
$546K
HFS
964
Hantz Financial Services
Michigan
$546K
PAYA
965
Phil A. Younker & Associates
Alaska
$542K
NSAM
966
North Star Asset Management
Wisconsin
$539K
PFA
967
Pathway Financial Advisors
Vermont
$538K
EAM
968
Everstar Asset Management
North Carolina
$538K
CG
969
Caprock Group
Idaho
$536K
JIP
970
Jaffetilchin Investment Partners
Florida
$533K
GWA
971
Geometric Wealth Advisors
District of Columbia
$533K
RFP
972
RCS Financial Planning
Maryland
$532K
IF
973
Ironwood Financial
Arizona
$532K
DPI
974
Diversified Portfolios Inc
Michigan
$531K
TP
975
Tranquility Partners
Tennessee
$524K