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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
VWA
1151
VSM Wealth Advisory
Maryland
$210K
PCS
1152
Personal CFO Solutions
New Jersey
$208K
QCM
1153
QRG Capital Management
Illinois
$208K
KG
1154
Kilter Group
New York
$207K
GI
1155
Gradient Investments
Minnesota
$206K
EFG
1156
Elios Financial Group
Ohio
$206K
TF
1157
Threadgill Financial
Texas
$206K
MCP
1158
Mirador Capital Partners
California
$205K
FFA
1159
Fragasso Financial Advisors
Pennsylvania
$204K
WHCFA
1160
William Howard & Co Financial Advisors
Tennessee
$203K
RIM
1161
Redwood Investment Management
Arizona
$203K
MFC
1162
Morris Financial Concepts
South Carolina
$202K
DWP
1163
Daymark Wealth Partners
Ohio
$202K
BMCM
1164
Bryn Mawr Capital Management
Pennsylvania
$200K
ARC
1165
Advisor Resource Council
Texas
$200K
Franklin Resources
1166
Franklin Resources
California
$200K
EWP
1167
Elevation Wealth Partners
California
$199K
AIM
1168
Advyzon Investment Management
Illinois
$199K
PAI
1169
Pittenger & Anderson Inc
Nebraska
$196K
BIA
1170
Bell Investment Advisors
California
$195K
GWANC
1171
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K
BA
1172
Bellwether Advisors
Nebraska
$184K
WT
1173
Washington Trust
Rhode Island
$180K
CI
1174
CX Institutional
Indiana
$169K
PCM
1175
Palouse Capital Management
Washington
$169K