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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
NWMG
1051
National Wealth Management Group
Ohio
$435K
PMSA
1052
Patrick M. Sweeney & Associates
Illinois
$432K
ES
1053
ETF Store
Kansas
$430K
SWA
1054
SOA Wealth Advisors
New York
$424K
RF
1055
RHS Financial
California
$423K
ZIM
1056
Zacks Investment Management
Illinois
$422K
WE
1057
Wealth Effects
Massachusetts
$421K
WHC
1058
Wulff, Hansen & Co
California
$420K
FWP
1059
Falcon Wealth Planning
California
$416K
LFA
1060
LGT Financial Advisors
Texas
$414K
FWM
1061
ForthRight Wealth Management
Georgia
$412K
OFS
1062
Oldfather Financial Services
Nebraska
$412K
FWM
1063
Finer Wealth Management
Massachusetts
$406K
CWM
1064
CCG Wealth Management
California
$405K
MWM
1065
Modern Wealth Management
Kansas
$405K
CFS
1066
Coordinated Financial Services
Colorado
$403K
MAFA
1067
MJT & Associates Financial Advisory
Minnesota
$403K
WA
1068
Waterford Advisors
New York
$401K
MAM
1069
MMA Asset Management
Pennsylvania
$401K
HI
1070
Hudock Inc
Pennsylvania
$399K
OFG
1071
Omega Financial Group
California
$397K
CAM
1072
Clark Asset Management
New Hampshire
$396K
KeyBank National Association
1073
KeyBank National Association
Ohio
$396K
Vanguard Group
1074
Vanguard Group
Pennsylvania
$396K
FCM
1075
Firestone Capital Management
Florida
$394K