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Schwab US Large-Cap Growth ETF

1,477 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 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
GFWA
976
Grey Fox Wealth Advisors
Delaware
$523K
AWM
977
Accurate Wealth Management
Florida
$523K
EFG
978
Ehrlich Financial Group
California
$522K
XPN
979
XY Planning Network
Montana
$519K
GWS
980
Glassman Wealth Services
Virginia
$516K
PP
981
Patten & Patten
Tennessee
$515K
GCM
982
G2 Capital Management
Ohio
$513K
RDWM
983
Red Door Wealth Management
Tennessee
$513K
SSWM
984
Smith Salley Wealth Management
North Carolina
$513K
LF
985
Lantz Financial
Illinois
$512K
OWP
986
Obermeyer Wealth Partners
Colorado
$512K
CL
987
CVFG LLC
Indiana
$512K
GAM
988
Gotham Asset Management
New York
$511K
CCA
989
Cadent Capital Advisors
Oklahoma
$509K
FCH
990
Freestone Capital Holdings
Washington
$508K
SHJ
991
Sharkey, Howes & Javer
Colorado
$504K
FGA
992
Fortis Group Advisors
New Jersey
$502K
BWP
993
Barlow Wealth Partners
Kentucky
$498K
AF
994
Affiance Financial
Minnesota
$497K
SW
995
SMART Wealth
Nebraska
$496K
TSWM
996
Triangle Securities Wealth Management
North Carolina
$495K
AO
997
Advisor OS
Illinois
$493K
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$492K
ACA
999
Aspire Capital Advisors
Washington
$491K
FFA
1000
Florida Financial Advisors
Florida
$489K