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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
CPC
1026
Consolidated Planning Corp
Georgia
$421K
SW
1027
SMART Wealth
Nebraska
$419K
CP
1028
Castleview Partners
Texas
$418K
FFM
1029
Forum Financial Management
Illinois
$417K
SAW
1030
Signal Advisors Wealth
Michigan
$415K
SCTC
1031
Sanibel Captiva Trust Company
Florida
$415K
HCM
1032
Hall Capital Management
Rhode Island
$415K
RF
1033
RHS Financial
California
$412K
CC
1034
Courier Capital
New York
$412K
VRM
1035
Vectors Research Management
New York
$412K
TA
1036
TPG Advisors
Illinois
$411K
AIM
1037
AHL Investment Management
Florida
$410K
AFS
1038
Access Financial Services
Minnesota
$407K
YIM
1039
Yoffe Investment Management
Pennsylvania
$404K
BW
1040
Basepoint Wealth
Iowa
$402K
PWP
1041
Pursue Wealth Partners
California
$401K
AC
1042
Asio Capital
Kentucky
$401K
BTWM
1043
Baker Tilly Wealth Management
Wisconsin
$400K
SWA
1044
Sax Wealth Advisors
New Jersey
$399K
WS
1045
Wedbush Securities
California
$399K
FWM
1046
Finer Wealth Management
Massachusetts
$398K
NWMG
1047
National Wealth Management Group
Ohio
$388K
SWA
1048
SOA Wealth Advisors
New York
$387K
PMSA
1049
Patrick M. Sweeney & Associates
Illinois
$384K
BOSSRA
1050
B.O.S.S. Retirement Advisors
Utah
$382K