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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
ACI
1101
Alpha Cubed Investments
California
$244K
CA
1102
CWC Advisors
Oregon
$244K
FDW
1103
Fourth Dimension Wealth
Ohio
$243K
IA
1104
Inspire Advisors
Idaho
$243K
FCM
1105
Fortis Capital Management
Washington
$242K
VDI
1106
Vaughan David Investments
Illinois
$242K
GT
1107
Glenview Trust
Kentucky
$242K
AIA
1108
AssuredPartners Investment Advisors
Florida
$242K
MWM
1109
Maridea Wealth Management
New York
$241K
SC
1110
Stolper & Co
Oklahoma
$241K
PCA
1111
Prosperity Capital Advisors
Ohio
$240K
VAG
1112
VisionPoint Advisory Group
Texas
$239K
RA
1113
Riverstone Advisors
Texas
$239K
GAM
1114
Grandview Asset Management
Pennsylvania
$238K
LSIA
1115
LaSalle St. Investment Advisors
Illinois
$238K
CCMW
1116
Cypress Capital Management (Wyoming)
Wyoming
$238K
PAM
1117
Palisade Asset Management
Minnesota
$237K
PRS
1118
Pinkerton Retirement Specialists
Idaho
$237K
IFPL
1119
Investments & Financial Planning LLC
Kentucky
$237K
MYIA
1120
Mount Yale Investment Advisors
Colorado
$236K
ACP
1121
Aveo Capital Partners
Colorado
$235K
SAM
1122
Secure Asset Management
Michigan
$235K
MBFW
1123
Morton Brown Family Wealth
Pennsylvania
$235K
CCFM
1124
Clear Creek Financial Management
Washington
$232K
BWM
1125
BNC Wealth Management
Oregon
$230K