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Schwab US Large-Cap Growth ETF

1,433 hedge funds and large institutions have $23.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 636 increasing their positions, 451 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.21%
Holding in Top 10
218
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.46%
% of All Funds
2.92%
New
160
Increased
636
Reduced
451
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
1151
Stolper & Co
Oklahoma
$279K -$1.78K -61 -0.6%
SIM
1152
Stratos Investment Management
Ohio
$278K +$278K +9,530 New
FWP
1153
Falcon Wealth Planning
California
$278K -$15.3K -523 -5%
FDW
1154
Fourth Dimension Wealth
Ohio
$278K -$5.29K -181 -2%
GT
1155
Glenview Trust
Kentucky
$278K -$4.21K -144 -1%
PAM
1156
Palisade Asset Management
Minnesota
$277K
JTWM
1157
Jackson Thornton Wealth Management
Alabama
$277K
PRS
1158
Pinkerton Retirement Specialists
Idaho
$276K
PA
1159
Paragon Advisors
Texas
$276K +$20.6K +705 +8%
Group One Trading
1160
Group One Trading
Illinois
$276K +$182K +6,217 +193%
GSWM
1161
Golden State Wealth Management
California
$275K -$103K -3,526 -27%
MYIA
1162
Mount Yale Investment Advisors
Colorado
$275K +$29 +1 +0%
MBFW
1163
Morton Brown Family Wealth
Pennsylvania
$274K
IFPL
1164
Investments & Financial Planning LLC
Kentucky
$273K -$2.89K -99 -1%
CWA
1165
Cascade Wealth Advisors
Washington
$272K +$272K +8,962 New
CFG
1166
Copley Financial Group
California
$272K -$39.5K -1,352 -13%
RRA
1167
Round Rock Advisors
Connecticut
$271K +$271K +9,276 New
RPC
1168
Rossmore Private Capital
Connecticut
$269K +$269K +9,215 New
BCV
1169
Banque Cantonale Vaudoise
Switzerland
$269K -$94.6K -3,244 -26%
AIA
1170
AssuredPartners Investment Advisors
Florida
$267K -$14.6K -499 -5%
RP
1171
Rice Partnership
Hawaii
$267K
FWM
1172
ForthRight Wealth Management
Georgia
$266K
BA
1173
Brightwater Advisory
Florida
$266K
MF
1174
Manuka Financial
Virginia
$265K
RDFA
1175
Ritter Daniher Financial Advisory
Ohio
$264K +$232K +7,932 +706%