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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
GWS
951
Glassman Wealth Services
Virginia
$400K
EFG
952
Ehrlich Financial Group
California
$398K
SHJ
953
Sharkey, Howes & Javer
Colorado
$395K
BWP
954
Barlow Wealth Partners
Kentucky
$393K
TCM
955
Traynor Capital Management
Pennsylvania
$392K
LIA
956
Lynx Investment Advisory
District of Columbia
$391K
BOSSRA
957
B.O.S.S. Retirement Advisors
Utah
$391K
VHAM
958
Van Hulzen Asset Management
California
$386K
Empower Advisory Group
959
Empower Advisory Group
Colorado
$382K
AGA
960
Arkos Global Advisors
Texas
$381K
IAG
961
Ipsen Advisor Group
Arkansas
$379K
PCG
962
Prosperity Consulting Group
Maryland
$377K
HC
963
Hamilton Capital
Ohio
$377K
WP
964
Wealthspan Partners
Iowa
$377K
HWP
965
Heritage Wealth Partners
Ohio
$374K
AF
966
Affiance Financial
Minnesota
$372K
FWM
967
Finer Wealth Management
Massachusetts
$372K
AWM
968
Accurate Wealth Management
Florida
$371K
DLCIG
969
D.L. Carlson Investment Group
New Hampshire
$370K
BFG
970
Beacon Financial Group
Texas
$370K
BW
971
Basepoint Wealth
Iowa
$368K
WLIM
972
White Lighthouse Investment Management
Massachusetts
$367K
CAM
973
Clark Asset Management
New Hampshire
$366K
HKIMG
974
Hutchens & Kramer Investment Management Group
Indiana
$366K
DAM
975
Delta Asset Management
Tennessee
$366K