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Schwab US Large-Cap Growth ETF

1,443 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
SWG
1201
Summit Wealth Group
Vermont
$247K
IPA
1202
Investment Planning Advisors
Georgia
$247K
NGA
1203
Naples Global Advisors
Florida
$246K
ACM
1204
AlphaStar Capital Management
North Carolina
$242K
KG
1205
Kilter Group
New York
$241K
BFA
1206
Brown Financial Advisory
Alabama
$241K
NWM
1207
Nova Wealth Management
Florida
$239K
MCP
1208
Mirador Capital Partners
California
$239K
FFA
1209
Fragasso Financial Advisors
Pennsylvania
$238K
WHCFA
1210
William Howard & Co Financial Advisors
Tennessee
$238K
DWP
1211
Daymark Wealth Partners
Ohio
$237K
RIM
1212
Redwood Investment Management
Arizona
$237K
BMCM
1213
Bryn Mawr Capital Management
Pennsylvania
$236K
MFC
1214
Morris Financial Concepts
South Carolina
$236K
AWA
1215
Arete Wealth Advisors
Illinois
$235K
TF
1216
Threadgill Financial
Texas
$234K
FMWA
1217
Forvis Mazars Wealth Advisors
Missouri
$233K
BFG
1218
Bouchey Financial Group
New York
$233K
Franklin Resources
1219
Franklin Resources
California
$233K
EWP
1220
Elevation Wealth Partners
California
$232K
FWM
1221
Forza Wealth Management
Florida
$231K
IWS
1222
Insight Wealth Strategies
California
$228K
PAI
1223
Pittenger & Anderson Inc
Nebraska
$228K
GWANC
1224
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
FFP
1225
FourThought Financial Partners
Florida
$227K