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Schwab US Large-Cap Growth ETF

1,477 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
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
RWM
1101
Rolek Wealth Management
Pennsylvania
$356K
MAC
1102
Mason & Associates (California)
California
$356K
AWA
1103
Arete Wealth Advisors
Illinois
$356K
CPA
1104
Capital Performance Advisors
California
$355K
GI
1105
Gradient Investments
Minnesota
$355K
CA
1106
CWC Advisors
Oregon
$354K
FPW
1107
Flagship Private Wealth
Massachusetts
$353K
DIS
1108
Diversified Investment Strategies
Louisiana
$352K
ACA
1109
Ascension Capital Advisors
Texas
$352K
GA
1110
GoalVest Advisory
New York
$348K
AWC
1111
Adamsbrown Wealth Consultants
Kansas
$346K
NGA
1112
Naples Global Advisors
Florida
$345K
IA
1113
Invested Advisors
Pennsylvania
$345K
CICC
1114
Capital Investment Counsel (Colorado)
Colorado
$343K
UB
1115
Umpqua Bank
Oregon
$343K
IA
1116
Inspire Advisors
Idaho
$342K
FRA
1117
Frank Rimerman Advisors
California
$341K
Empower Advisory Group
1118
Empower Advisory Group
Colorado
$341K
VCM
1119
Vivaldi Capital Management
Illinois
$341K
HIS
1120
Harvest Investment Services
Illinois
$340K
PTC
1121
Private Trust Company
Ohio
$340K
SEM
1122
Strategic Equity Management
Arizona
$339K
GC
1123
Grimes & Company
Massachusetts
$339K
SW
1124
SteelPeak Wealth
California
$338K
AB
1125
Atlas Brown
Kentucky
$337K