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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
RP
1126
Rice Partnership
Hawaii
$229K
HIC
1127
Hartline Investment Corp
Illinois
$229K
FWM
1128
ForthRight Wealth Management
Georgia
$228K
BA
1129
Brightwater Advisory
Florida
$228K
SCM
1130
Saxony Capital Management
Missouri
$227K
MF
1131
Manuka Financial
Virginia
$227K
TCM
1132
Telos Capital Management
California
$227K
OC
1133
Optima Capital
Oregon
$226K
PC
1134
Promus Capital
Illinois
$226K
WCFA
1135
Walkner Condon Financial Advisors
Wisconsin
$225K
SI
1136
Saxon Interests
Texas
$225K
JTWM
1137
Jackson Thornton Wealth Management
Alabama
$225K
WFMPM
1138
Woodley Farra Manion Portfolio Management
Indiana
$222K
EB
1139
Emprise Bank
Kansas
$221K
JWM
1140
JPL Wealth Management
Colorado
$219K
PA
1141
Paragon Advisors
Texas
$219K
OA
1142
Operose Advisors
Wisconsin
$218K
AWM
1143
Arista Wealth Management
Nevada
$216K
WFM
1144
Wolff Financial Management
Michigan
$214K
WS
1145
Wedbush Securities
California
$212K
SWG
1146
Summit Wealth Group
Vermont
$212K
Vanguard Group
1147
Vanguard Group
Pennsylvania
$212K
CPC
1148
Cookson Peirce & Co
Pennsylvania
$211K
WF
1149
Wayfinding Financial
Washington
$210K
IAG
1150
Investment Advisory Group
Massachusetts
$210K