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Schwab US Large-Cap Growth ETF

1,477 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 128 funds opening new positions, 628 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,477
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
CWS
1276
Cypress Wealth Services
California
$217K
SDWIA
1277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K
BIA
1278
Bell Investment Advisors
California
$215K
NCM
1279
Noesis Capital Mangement
Florida
$215K
CPC
1280
Cookson Peirce & Co
Pennsylvania
$215K
ARG
1281
Advisory Resource Group
Oklahoma
$214K
FWM
1282
FLP Wealth Management
Arkansas
$214K
FWM
1283
Fonville Wealth Management
Virginia
$213K
CPA
1284
Compass Planning Associates
Massachusetts
$212K
SFC
1285
Summit Financial Consulting
Michigan
$212K
HWA
1286
Hillcrest Wealth Advisors
New Jersey
$212K
RC
1287
Roundview Capital
New Jersey
$212K
DF
1288
Define Financial
California
$211K
TFG
1289
Tilson Financial Group
New Jersey
$211K
BBI
1290
Baxter Bros Inc
Connecticut
$207K
PCM
1291
Palouse Capital Management
Washington
$207K
FNA
1292
First National Advisers
Nebraska
$206K
BFS
1293
Beacon Financial Strategies
North Carolina
$204K
LIM
1294
Lathrop Investment Management
Arkansas
$204K
CRWM
1295
Castle Rock Wealth Management
California
$204K
SSWM
1296
Sheets Smith Wealth Management
North Carolina
$203K
CWM
1297
Collaborative Wealth Management
Florida
$201K
EFL
1298
ERn Financial LLC
Wisconsin
$201K
EAM
1299
Empirical Asset Management
Massachusetts
$200K
HWA
1300
Heritage Wealth Advisors
Virginia
$196K