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Schwab US Large-Cap Growth ETF

1,358 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
976
Stokes Family Office
Louisiana
$365K
LRWM
977
Lord & Richards Wealth Management
Colorado
$365K
CIC
978
Carnegie Investment Counsel
Ohio
$363K
AFS
979
Access Financial Services
Minnesota
$363K
WW
980
Waterfront Wealth
Kansas
$361K
CPC
981
Consolidated Planning Corp
Georgia
$359K
GCM
982
Gallacher Capital Management
Colorado
$359K
WE
983
Wealth Effects
Massachusetts
$356K
SCTC
984
Sanibel Captiva Trust Company
Florida
$356K
SW
985
SMART Wealth
Nebraska
$354K
VRM
986
Vectors Research Management
New York
$353K
CC
987
Courier Capital
New York
$353K
HT
988
Headlands Technologies
Illinois
$352K
TA
989
TPG Advisors
Illinois
$352K
AIM
990
AHL Investment Management
Florida
$352K
FNT
991
First National Trust
Pennsylvania
$350K
BFWM
992
Bright Futures Wealth Management
New York
$349K
FFM
993
Forum Financial Management
Illinois
$347K
PA
994
Pinnacle Associates
New York
$347K
YIM
995
Yoffe Investment Management
Pennsylvania
$346K
MIM
996
Marshall Investment Management
Colorado
$345K
SWA
997
SOA Wealth Advisors
New York
$345K
PWP
998
Pursue Wealth Partners
California
$344K
AC
999
Asio Capital
Kentucky
$343K
BTWM
1000
Baker Tilly Wealth Management
Wisconsin
$342K