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Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
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

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YIM
1051
Yoffe Investment Management
Pennsylvania
$441K
MIM
1052
Marshall Investment Management
Colorado
$440K
FAIM
1053
Financial Advocates Investment Management
Washington
$440K
BW
1054
Basepoint Wealth
Iowa
$439K
SWP
1055
Significant Wealth Partners
Illinois
$439K
PWP
1056
Pursue Wealth Partners
California
$438K
AC
1057
Asio Capital
Kentucky
$438K
PMG
1058
Private Management Group
California
$437K
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$437K
NWMG
1060
National Wealth Management Group
Ohio
$435K
PMSA
1061
Patrick M. Sweeney & Associates
Illinois
$432K
ES
1062
ETF Store
Kansas
$430K
SWA
1063
SOA Wealth Advisors
New York
$424K
RF
1064
RHS Financial
California
$423K
ZIM
1065
Zacks Investment Management
Illinois
$422K
WE
1066
Wealth Effects
Massachusetts
$421K
WHC
1067
Wulff, Hansen & Co
California
$420K
FWP
1068
Falcon Wealth Planning
California
$416K
LFA
1069
LGT Financial Advisors
Texas
$414K
FWM
1070
ForthRight Wealth Management
Georgia
$412K
OFS
1071
Oldfather Financial Services
Nebraska
$412K
FWM
1072
Finer Wealth Management
Massachusetts
$406K
CWM
1073
CCG Wealth Management
California
$405K
MWM
1074
Modern Wealth Management
Kansas
$405K
CFS
1075
Coordinated Financial Services
Colorado
$403K