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Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
1201
Cypress Capital Management (Wyoming)
Wyoming
$251K
RP
1202
Regal Partners
Australia
$251K
QCM
1203
QRG Capital Management
Illinois
$251K
WFM
1204
Wolff Financial Management
Michigan
$250K
BWM
1205
BNC Wealth Management
Oregon
$249K
First Trust Advisors
1206
First Trust Advisors
Illinois
$248K
SWG
1207
Summit Wealth Group
Vermont
$247K
IPA
1208
Investment Planning Advisors
Georgia
$247K
NGA
1209
Naples Global Advisors
Florida
$246K
ACM
1210
AlphaStar Capital Management
North Carolina
$242K
KG
1211
Kilter Group
New York
$241K
BFA
1212
Brown Financial Advisory
Alabama
$241K
NWM
1213
Nova Wealth Management
Florida
$239K
MCP
1214
Mirador Capital Partners
California
$239K
FFA
1215
Fragasso Financial Advisors
Pennsylvania
$238K
WHCFA
1216
William Howard & Co Financial Advisors
Tennessee
$238K
DWP
1217
Daymark Wealth Partners
Ohio
$237K
RIM
1218
Redwood Investment Management
Arizona
$237K
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$236K
MFC
1220
Morris Financial Concepts
South Carolina
$236K
AWA
1221
Arete Wealth Advisors
Illinois
$235K
TF
1222
Threadgill Financial
Texas
$234K
FMWA
1223
Forvis Mazars Wealth Advisors
Missouri
$233K
BFG
1224
Bouchey Financial Group
New York
$233K
Franklin Resources
1225
Franklin Resources
California
$233K