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Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
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
GWA
976
Geometric Wealth Advisors
District of Columbia
$487K
TP
977
Tranquility Partners
Tennessee
$482K
FHA
978
First Horizon Advisors
Tennessee
$480K
AFA
979
American Financial Advisors
Georgia
$479K
MLA
980
My Legacy Advisors
Oregon
$476K
EFG
981
Ehrlich Financial Group
California
$475K
AL
982
Aspiriant LLC
California
$472K
FG
983
Fairman Group
Pennsylvania
$472K
GCM
984
G2 Capital Management
Ohio
$470K
MWM
985
Moran Wealth Management
Florida
$470K
SSWM
986
Smith Salley Wealth Management
North Carolina
$470K
LF
987
Lantz Financial
Illinois
$469K
OWP
988
Obermeyer Wealth Partners
Colorado
$469K
CL
989
CVFG LLC
Indiana
$468K
GAM
990
Gotham Asset Management
New York
$467K
RL
991
Retireful LLC
Michigan
$467K
GWS
992
Glassman Wealth Services
Virginia
$467K
VHAM
993
Van Hulzen Asset Management
California
$467K
SHJ
994
Sharkey, Howes & Javer
Colorado
$461K
FSBI
995
Fearless Solutions (Best Invest)
Texas
$453K
BWP
996
Barlow Wealth Partners
Kentucky
$453K
PWMAG
997
Pinnacle Wealth Management Advisory Group
New Jersey
$450K
WW
998
Waterfront Wealth
Kansas
$446K
RMF
999
Red Mountain Financial
Colorado
$445K
AGA
1000
Arkos Global Advisors
Texas
$444K