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Schwab US Large-Cap Growth ETF

1,475 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 127 funds opening new positions, 627 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
CWA
76
Cornerstone Wealth Advisors
Minnesota
$53.1M
BFS
77
Burkett Financial Services
South Carolina
$53M
SAI
78
Savvy Advisors Inc
New York
$52.2M
PCIA
79
Prime Capital Investment Advisors
Kansas
$51.2M
SDWMA
80
Schneider Downs Wealth Management Advisors
Pennsylvania
$51.2M
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51M
XF
82
XML Financial
Maryland
$50.7M
TWM
83
Tradition Wealth Management
Minnesota
$50.6M
MT
84
Midwest Trust
Kansas
$50.1M
SWRP
85
Summit Wealth & Retirement Planning
California
$49.6M
ETC
86
Exchange Traded Concepts
Oklahoma
$48.7M
IWC
87
Integrated Wealth Concepts
Massachusetts
$48.7M
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$48.4M
RFA
89
Rollins Financial Advisors
New York
$47.3M
FPAS
90
Focus Partners Advisor Solutions
Missouri
$47.3M
GIA
91
GHP Investment Advisors
Colorado
$46.6M
SAM
92
Summit Asset Management
Tennessee
$44.3M
AFP
93
Ausdal Financial Partners
Iowa
$43.7M
WIA
94
World Investment Advisors
California
$43.6M
GB
95
Goepper Burkhardt
South Carolina
$42.7M
VC
96
Veery Capital
Delaware
$42.5M
VWA
97
Visionary Wealth Advisors
Illinois
$42M
PWM
98
Provident Wealth Management
Tennessee
$41M
PS
99
Principal Securities
Iowa
$40.8M
FAN
100
Financial Advisors Network
California
$40.4M