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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1026
Stokes Family Office
Louisiana
$465K
WW
1027
Waterfront Wealth
Kansas
$464K
First Trust Advisors
1028
First Trust Advisors
Illinois
$461K
PW
1029
PUREfi Wealth
Massachusetts
$460K
CPC
1030
Consolidated Planning Corp
Georgia
$459K
IAG
1031
Ipsen Advisor Group
Arkansas
$459K
SCTC
1032
Sanibel Captiva Trust Company
Florida
$454K
BWM
1033
Brickley Wealth Management
California
$453K
HCM
1034
Hall Capital Management
Rhode Island
$453K
CC
1035
Courier Capital
New York
$450K
VRM
1036
Vectors Research Management
New York
$450K
TA
1037
TPG Advisors
Illinois
$448K
AIM
1038
AHL Investment Management
Florida
$448K
BFG
1039
Beacon Financial Group
Texas
$447K
AFS
1040
Access Financial Services
Minnesota
$445K
ACI
1041
Alpha Cubed Investments
California
$443K
YIM
1042
Yoffe Investment Management
Pennsylvania
$441K
MIM
1043
Marshall Investment Management
Colorado
$440K
FAIM
1044
Financial Advocates Investment Management
Washington
$440K
BW
1045
Basepoint Wealth
Iowa
$439K
SWP
1046
Significant Wealth Partners
Illinois
$439K
PWP
1047
Pursue Wealth Partners
California
$438K
AC
1048
Asio Capital
Kentucky
$438K
PMG
1049
Private Management Group
California
$437K
BTWM
1050
Baker Tilly Wealth Management
Wisconsin
$437K