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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
CCG
1026
Coastwise Capital Group
California
$306K
PCM
1027
Presidio Capital Management
California
$305K
MLA
1028
My Legacy Advisors
Oregon
$303K
AFTS
1029
American Financial & Tax Strategies
New York
$302K
AWP
1030
Axis Wealth Partners
Rhode Island
$301K
TBC
1031
Ted Buchan & Co
California
$300K
FFA
1032
Florida Financial Advisors
Florida
$298K
PAG
1033
Paladin Advisory Group
Iowa
$297K
RDWM
1034
Red Door Wealth Management
Tennessee
$295K
PCH
1035
PGIM Custom Harvest
New Jersey
$292K
SSW
1036
Stone Summit Wealth
Florida
$291K
JPWM
1037
Jamison Private Wealth Management
Georgia
$290K
NWA
1038
Navis Wealth Advisors
New York
$289K
SCM
1039
Seascape Capital Management
New Hampshire
$289K
PB
1040
Pinnacle Bancorp
Nebraska
$289K
UFA
1041
Uptown Financial Advisors
Texas
$287K
BC
1042
Burney Company
Virginia
$287K
MCCP
1043
Mission Creek Capital Partners
California
$287K
CFS
1044
Coordinated Financial Services
Colorado
$286K
WPC
1045
Waters Parkerson & Co
Louisiana
$284K
RPSA
1046
Richard P. Slaughter Associates
Texas
$284K
GGI
1047
Godsey & Gibb Inc
Virginia
$283K
NS
1048
NBC Securities
Alabama
$281K
MAC
1049
Mason & Associates (California)
California
$280K
AMM
1050
American Money Management
California
$280K