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Schwab US Large-Cap Growth ETF

1,358 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1276
MeadowBrook Investment Advisors
Michigan
$31.1K
HNB
1277
Huntington National Bank
Ohio
$30.9K
RDFA
1278
Ritter Daniher Financial Advisory
Ohio
$28.1K
CFS
1279
CGC Financial Services
Oregon
$26.9K
VCM
1280
Versant Capital Management
Arizona
$25.5K
PFM
1281
Phillips Financial Management
Indiana
$25.4K
W
1282
WealthCollab
Washington
$25K
SSB
1283
Sandy Spring Bank
Maryland
$24.9K
HPC
1284
HM Payson & Co
Maine
$23.6K
VWM
1285
Valley Wealth Managers
New Jersey
$22.6K
NWMP
1286
Noble Wealth Management PBC
Colorado
$22.1K
OIA
1287
Optimum Investment Advisors
Illinois
$22K
HWA
1288
Heritage Wealth Advisors
Virginia
$21.4K
FGAM
1289
Financial Gravity Asset Management
Texas
$20.5K
EDRH
1290
Edmond de Rothschild Holding
Switzerland
$20.4K
HH
1291
HWG Holdings
Texas
$20.4K
VWA
1292
Valued Wealth Advisors
Utah
$18.7K
SIM
1293
Synergy Investment Management
Florida
$18.3K
AIC
1294
Archer Investment Corporation
Indiana
$17.9K
HPIA
1295
Hamilton Point Investment Advisors
North Carolina
$17.8K
BCM
1296
Basso Capital Management
Connecticut
$17.3K
WWM
1297
Wagner Wealth Management
South Carolina
$16.6K
CB
1298
CNB Bank
Pennsylvania
$16.5K
MHR
1299
Matthew Hamilton Rosenberg
$16.5K
Citadel Advisors
1300
Citadel Advisors
Florida
$16.3K