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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
DOA
951
D'Orazio & Associates
Virginia
$519K
KA
952
Klingman & Associates
New York
$519K
XPN
953
XY Planning Network
Montana
$519K
ZRP
954
Zynergy Retirement Planning
New Jersey
$516K
DPI
955
Diversified Portfolios Inc
Michigan
$515K
JPWM
956
Jamison Private Wealth Management
Georgia
$515K
IWA
957
IVC Wealth Advisors
Pennsylvania
$513K
AC
958
Annandale Capital
Texas
$510K
CWM
959
Cabot Wealth Management
Massachusetts
$510K
CWP
960
Core Wealth Partners
California
$507K
TPW
961
Tiller Private Wealth
Pennsylvania
$506K
MI
962
Moneywise Inc
Virginia
$501K
EAM
963
Everstar Asset Management
North Carolina
$501K
ZF
964
Zhang Financial
Michigan
$500K
GBWM
965
Granite Bay Wealth Management
New Hampshire
$499K
BW
966
BIP Wealth
Georgia
$497K
PAYA
967
Phil A. Younker & Associates
Alaska
$496K
PFA
968
Pathway Financial Advisors
Vermont
$493K
GAA
969
Global Assets Advisory
Florida
$492K
NSAM
970
North Star Asset Management
Wisconsin
$492K
DLCIG
971
D.L. Carlson Investment Group
New Hampshire
$489K
HIP
972
HUB Investment Partners
Texas
$488K
GWA
973
Geometric Wealth Advisors
District of Columbia
$487K
TP
974
Tranquility Partners
Tennessee
$482K
FHA
975
First Horizon Advisors
Tennessee
$480K