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Schwab US Large-Cap Growth ETF

1,475 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 627 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Advance Capital Management
Michigan
$39.9M
NG
102
Novem Group
New York
$39.2M
FSWA
103
Financial Synergies Wealth Advisors
Texas
$38.9M
DB
104
Dravo Bay
Delaware
$37.8M
CAG
105
Curtis Advisory Group
California
$37.2M
MAG
106
Mokosak Advisory Group
Iowa
$37.2M
JIC
107
Johnson Investment Counsel
Ohio
$36.7M
BDF
108
Black Diamond Financial
Maryland
$35.7M
RCM
109
Richardson Capital Management
Wisconsin
$35.4M
CIA
110
Concurrent Investment Advisors
Florida
$35M
FWI
111
Facet Wealth Inc
Maryland
$35M
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$34.8M
SFA
113
Sequoia Financial Advisors
Ohio
$34.4M
FCA
114
FLC Capital Advisors
California
$34.2M
KWA
115
Kingswood Wealth Advisors
California
$33.8M
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$33.8M
BTWM
117
Brass Tax Wealth Management
Ohio
$33.7M
CFS
118
CRA Financial Services
New Jersey
$33.3M
MIA
119
Milestone Investment Advisors
Wisconsin
$33M
FCA
120
Fortis Capital Advisors
Kansas
$32.4M
VH
121
Visionary Horizons
Tennessee
$32.2M
SWM
122
SK Wealth Management
Rhode Island
$32.1M
SCM
123
Spreng Capital Management
Ohio
$32.1M
BDWCC
124
B&D White Capital Company
Texas
$31.8M
DP
125
Denver PWM
Colorado
$31.5M