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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
LG
1001
LaFleur & Godfrey
Michigan
$341K
PMSA
1002
Patrick M. Sweeney & Associates
Illinois
$339K
BWM
1003
Brickley Wealth Management
California
$336K
VIA
1004
Victrix Investment Advisors
Florida
$335K
MPW
1005
Monterey Private Wealth
California
$332K
NWMG
1006
National Wealth Management Group
Ohio
$332K
ANTB
1007
AMG National Trust Bank
Colorado
$328K
DIS
1008
Diversified Investment Strategies
Louisiana
$326K
KeyBank National Association
1009
KeyBank National Association
Ohio
$326K
SFC
1010
Summit Financial Consulting
Michigan
$324K
GSWM
1011
Golden State Wealth Management
California
$324K
AIA
1012
Accelerate Investment Advisors
California
$324K
OFG
1013
Omega Financial Group
California
$320K
GFWA
1014
Grey Fox Wealth Advisors
Delaware
$319K
SWA
1015
SFMG Wealth Advisors
Texas
$319K
MAFA
1016
MJT & Associates Financial Advisory
Minnesota
$318K
WA
1017
Waterford Advisors
New York
$315K
BJL
1018
Brighton Jones LLC
Washington
$314K
SW
1019
SteelPeak Wealth
California
$314K
HI
1020
Hudock Inc
Pennsylvania
$313K
KPWG
1021
KFA Private Wealth Group
Virginia
$312K
BCV
1022
Banque Cantonale Vaudoise
Switzerland
$312K
VCP
1023
Vista Capital Partners
Oregon
$309K
HIS
1024
Harvest Investment Services
Illinois
$308K
LFA
1025
LGT Financial Advisors
Texas
$307K