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Schwab US Large-Cap Growth ETF

1,357 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, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
18.43%
Holding in Top 10
201
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-8.22%
% of All Funds
2.73%
New
109
Increased
620
Reduced
450
Closed
91
Calls
$8.09M
Puts
$4.81M
Net Calls
+$3.28M
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
1276
Huntington National Bank
Ohio
$30.9K -$11.4K
RDFA
1277
Ritter Daniher Financial Advisory
Ohio
$28.1K -$1.63K -65 -5%
CFS
1278
CGC Financial Services
Oregon
$26.9K +$6.84K +273 +34%
VCM
1279
Versant Capital Management
Arizona
$25.5K +$50 +2 +0.2%
PFM
1280
Phillips Financial Management
Indiana
$25.4K -$52.1K -2,080 -67%
W
1281
WealthCollab
Washington
$25K
SSB
1282
Sandy Spring Bank
Maryland
$24.9K
HPC
1283
HM Payson & Co
Maine
$23.6K
VWM
1284
Valley Wealth Managers
New Jersey
$22.6K
NWMP
1285
Noble Wealth Management PBC
Colorado
$22.1K +$22.1K +881 New
OIA
1286
Optimum Investment Advisors
Illinois
$22K +$25 +1 +0.1%
HWA
1287
Heritage Wealth Advisors
Virginia
$21.4K +$4.33K +173 +25%
FGAM
1288
Financial Gravity Asset Management
Texas
$20.5K +$20.5K +818 New
EDRH
1289
Edmond de Rothschild Holding
Switzerland
$20.4K
HH
1290
HWG Holdings
Texas
$20.4K +$20.4K +814 New
VWA
1291
Valued Wealth Advisors
Utah
$18.7K +$18.7K +748 New
SIM
1292
Synergy Investment Management
Florida
$18.3K
AIC
1293
Archer Investment Corporation
Indiana
$17.9K
HPIA
1294
Hamilton Point Investment Advisors
North Carolina
$17.8K +$17.8K +712 New
BCM
1295
Basso Capital Management
Connecticut
$17.3K
WWM
1296
Wagner Wealth Management
South Carolina
$16.6K +$2.71K +108 +19%
CB
1297
CNB Bank
Pennsylvania
$16.5K
MHR
1298
Matthew Hamilton Rosenberg
$16.5K
Citadel Advisors
1299
Citadel Advisors
Florida
$16.3K -$860K -34,357 -98%
ACM
1300
Anfield Capital Management
California
$16.2K