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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
KSB
1201
Kennebec Savings Bank
Maine
$107K
TCM
1202
Tradewinds Capital Management
Washington
$106K
CCAM
1203
Cascades Capital Asset Management
North Carolina
$103K
MLA
1204
MB, Levis & Associates
Pennsylvania
$101K
CWP
1205
Concord Wealth Partners
Virginia
$101K
TFGT
1206
TS Financial Group (TSFG)
Illinois
$100K
BNP Paribas Financial Markets
1207
BNP Paribas Financial Markets
France
$99.6K
CMBA
1208
C.M. Bidwell & Associates
Hawaii
$98K
FF
1209
Friedenthal Financial
New Jersey
$95.8K
PA
1210
PSI Advisors
Florida
$95.5K
LWANC
1211
Laurel Wealth Advisors (North Carolina)
North Carolina
$94.8K
PS
1212
Pinney & Scofield
Massachusetts
$94.2K
JFA
1213
JNBA Financial Advisors
Minnesota
$93.1K
GWSG
1214
GPS Wealth Strategies Group
Colorado
$92.8K
WWM
1215
Wolff Wiese Magana
California
$89.3K
WTFG
1216
Wood Tarver Financial Group
Idaho
$85.2K
AIA
1217
Armor Investment Advisors
North Carolina
$81.6K
Group One Trading
1218
Group One Trading
Illinois
$80.9K
JFGIW
1219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.4K
AW
1220
Avion Wealth
Texas
$79K
AIP
1221
Ameritas Investment Partners
Nebraska
$78.3K
LWMI
1222
Legacy Wealth Management (Idaho)
Idaho
$78.2K
IWM
1223
Inlight Wealth Management
Georgia
$75.1K
EA
1224
Evolution Advisers
Virginia
$75K
FFL
1225
Financial Freedom LLC
Ohio
$74.3K