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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
BTI
951
Blue Trust Inc
Georgia
$525K
HWM
952
Hohimer Wealth Management
Washington
$524K
MFWP
953
Mosaic Family Wealth Partners
Missouri
$520K
DOA
954
D'Orazio & Associates
Virginia
$519K
KA
955
Klingman & Associates
New York
$519K
XPN
956
XY Planning Network
Montana
$519K
ZRP
957
Zynergy Retirement Planning
New Jersey
$516K
DPI
958
Diversified Portfolios Inc
Michigan
$515K
JPWM
959
Jamison Private Wealth Management
Georgia
$515K
IWA
960
IVC Wealth Advisors
Pennsylvania
$513K
AC
961
Annandale Capital
Texas
$510K
CWM
962
Cabot Wealth Management
Massachusetts
$510K
CWP
963
Core Wealth Partners
California
$507K
TPW
964
Tiller Private Wealth
Pennsylvania
$506K
MI
965
Moneywise Inc
Virginia
$501K
EAM
966
Everstar Asset Management
North Carolina
$501K
ZF
967
Zhang Financial
Michigan
$500K
GBWM
968
Granite Bay Wealth Management
New Hampshire
$499K
BW
969
BIP Wealth
Georgia
$497K
PAYA
970
Phil A. Younker & Associates
Alaska
$496K
PFA
971
Pathway Financial Advisors
Vermont
$493K
GAA
972
Global Assets Advisory
Florida
$492K
NSAM
973
North Star Asset Management
Wisconsin
$492K
DLCIG
974
D.L. Carlson Investment Group
New Hampshire
$489K
HIP
975
HUB Investment Partners
Texas
$488K