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Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
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

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
951
Princeton Global Asset Management
New Jersey
$597K
SFG
952
Synergy Financial Group
California
$596K
RMF
953
Red Mountain Financial
Colorado
$596K
BJL
954
Brighton Jones LLC
Washington
$596K
FWM
955
Focused Wealth Management
New York
$596K
VCWA
956
Vanguard Capital Wealth Advisors
Colorado
$593K
HWM
957
Hohimer Wealth Management
Washington
$592K
RAS
958
RPS Advisory Solutions
Kentucky
$591K
WIM
959
WealthPlan Investment Management
Nebraska
$590K
CFG
960
Chapman Financial Group
Hawaii
$589K
RIS
961
Richmond Investment Services
Wisconsin
$587K
MA
962
MONECO Advisors
Connecticut
$586K
LWM
963
Lakeridge Wealth Management
Ohio
$586K
AIM
964
Aspen Investment Management
Michigan
$582K
AFA
965
American Financial Advisors
Georgia
$580K
VHAM
966
Van Hulzen Asset Management
California
$569K
DOA
967
D'Orazio & Associates
Virginia
$567K
MFWP
968
Mosaic Family Wealth Partners
Missouri
$566K
GAA
969
Global Assets Advisory
Florida
$566K
ZRP
970
Zynergy Retirement Planning
New Jersey
$561K
SA
971
Sovran Advisors
California
$559K
CWM
972
Cabot Wealth Management
Massachusetts
$558K
WFA
973
WMG Financial Advisors
Tennessee
$558K
CWP
974
Core Wealth Partners
California
$554K
DLCIG
975
D.L. Carlson Investment Group
New Hampshire
$553K