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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
OFS
1051
Oldfather Financial Services
Nebraska
$280K
PFS
1052
Prospect Financial Services
New York
$277K
FPW
1053
Flagship Private Wealth
Massachusetts
$277K
Neuberger Berman Group
1054
Neuberger Berman Group
New York
$277K
FCH
1055
Freestone Capital Holdings
Washington
$276K
ES
1056
ETF Store
Kansas
$275K
RI
1057
Rinkey Investments
California
$274K
CPA
1058
Capital Performance Advisors
California
$274K
RWM
1059
Rolek Wealth Management
Pennsylvania
$274K
GA
1060
GoalVest Advisory
New York
$273K
SHA
1061
Seneca House Advisors
Virginia
$272K
AWC
1062
Adamsbrown Wealth Consultants
Kansas
$271K
MC
1063
McCarthy & Cox
Ohio
$271K
LA
1064
LWM Advisors
California
$269K
UB
1065
Umpqua Bank
Oregon
$269K
CICC
1066
Capital Investment Counsel (Colorado)
Colorado
$269K
EFN
1067
Equita Financial Network
Pennsylvania
$268K
IAS
1068
Insigneo Advisory Services
Florida
$268K
FRA
1069
Frank Rimerman Advisors
California
$268K
CFG
1070
Copley Financial Group
California
$267K
PWM
1071
Praetorian Wealth Management
California
$267K
SEM
1072
Strategic Equity Management
Arizona
$266K
MP
1073
McDonald Partners
Ohio
$265K
WAM
1074
Worth Asset Management
Texas
$265K
PMG
1075
Private Management Group
California
$265K