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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
AFG
1076
Albion Financial Group
Utah
$265K
DIM
1077
Delta Investment Management
California
$265K
TIA
1078
Traphagen Investment Advisors
New Jersey
$264K
ACA
1079
Ascension Capital Advisors
Texas
$264K
EWM
1080
Evermay Wealth Management
Virginia
$263K
AB
1081
Atlas Brown
Kentucky
$263K
BA
1082
Bridgewater Advisors
New York
$260K
VVP
1083
Venture Visionary Partners
Ohio
$259K
AFW
1084
Avantra Family Wealth
Pennsylvania
$258K
RW
1085
REDW Wealth
New Mexico
$257K
FWP
1086
Falcon Wealth Planning
California
$252K
LSWP
1087
Liberty Square Wealth Partners
Pennsylvania
$250K
CWMK
1088
Caliber Wealth Management (Kansas)
Kansas
$250K
KOC
1089
Koss-Olinger Consulting
Florida
$250K
CNBT
1090
Canandaigua National Bank & Trust
New York
$249K
TCOTS
1091
Trust Company of the South
North Carolina
$248K
RA
1092
Rodgers & Associates
Pennsylvania
$248K
TFA
1093
Teamwork Financial Advisors
Texas
$248K
HIM
1094
Hanlon Investment Management
New Jersey
$248K
KCPG
1095
Kavar Capital Partners Group
Kansas
$247K
EWA
1096
EverSource Wealth Advisors
Alabama
$247K
CFS
1097
Cannon Financial Strategists
Georgia
$246K
AIS
1098
Accredited Investor Services
Minnesota
$246K
CCM
1099
Check Capital Management
California
$245K
HP
1100
Holistic Planning
Texas
$244K