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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
VA
105
Vestwell Advisors
New York
$37.3M
CAG
106
Curtis Advisory Group
California
$37.2M
MAG
107
Mokosak Advisory Group
Iowa
$37.2M
JIC
108
Johnson Investment Counsel
Ohio
$36.7M
BDF
109
Black Diamond Financial
Maryland
$35.7M
RCM
110
Richardson Capital Management
Wisconsin
$35.4M
CIA
111
Concurrent Investment Advisors
Florida
$35M
FWI
112
Facet Wealth Inc
Maryland
$35M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$34.8M
SFA
114
Sequoia Financial Advisors
Ohio
$34.4M
FCA
115
FLC Capital Advisors
California
$34.2M
KWA
116
Kingswood Wealth Advisors
California
$33.8M
MFGP
117
Marshall Financial Group (Pennsylvania)
Pennsylvania
$33.8M
BTWM
118
Brass Tax Wealth Management
Ohio
$33.7M
CFS
119
CRA Financial Services
New Jersey
$33.3M
MIA
120
Milestone Investment Advisors
Wisconsin
$33M
FCA
121
Fortis Capital Advisors
Kansas
$32.4M
VH
122
Visionary Horizons
Tennessee
$32.2M
SWM
123
SK Wealth Management
Rhode Island
$32.1M
SCM
124
Spreng Capital Management
Ohio
$32.1M
BDWCC
125
B&D White Capital Company
Texas
$31.8M