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Schwab US Large-Cap Growth ETF

1,433 hedge funds and large institutions have $23.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 636 increasing their positions, 451 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+76
Holders Change %
+5.6%
% of All Funds
19.21%
Holding in Top 10
218
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.46%
% of All Funds
2.92%
New
160
Increased
636
Reduced
451
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
1301
Ameritas Investment Partners
Nebraska
$91.4K
TPWA
1302
Twin Peaks Wealth Advisors
California
$89.1K +$89.1K +2,904 New
EA
1303
Evolution Advisers
Virginia
$88K
IWM
1304
Inlight Wealth Management
Georgia
$87.6K
TFA
1305
Toth Financial Advisory
Virginia
$86.5K +$1.87K +64 +2%
T
1306
Tidemark
California
$85.8K
JHCP
1307
Jackson Hole Capital Partners
Oklahoma
$84.1K
AW
1308
Avion Wealth
Texas
$83K +$58 +2 +0.1%
BFP
1309
Briaud Financial Planning
Texas
$79K
BCMLT
1310
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.1K -$5.08K -174 -6%
HFS
1311
Horizon Financial Services
North Carolina
$77.1K
CVM
1312
Cheviot Value Management
California
$76.4K +$61 +2 +0.1%
PCA
1313
Providence Capital Advisors
North Carolina
$75.5K +$75.5K +2,586 New
PH
1314
Pinnacle Holdings
Oklahoma
$74.3K +$74.3K +2,542 New
WPA
1315
West Paces Advisors
Georgia
$73.3K +$23.4K +800 +47%
WA
1316
Whipplewood Advisors
Colorado
$71.4K -$1.13M -38,733 -94%
RF
1317
Roxbury Financial
New Jersey
$70.6K +$70.6K +2,416 New
BCM
1318
Blume Capital Management
California
$70.1K
HWP
1319
Highline Wealth Partners
California
$67.9K +$67.9K +2,325 New
JFGIW
1320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.3K -$26.6K -909 -28%
KA
1321
Kozak & Associates
Colorado
$67K -$5.01K -170 -7%
EWM
1322
Evolution Wealth Management
Florida
$65.9K +$65.9K +2,256 New
MA
1323
MCF Advisors
Kentucky
$62.5K +$9.55K +327 +18%
CHC
1324
City Holding Co
West Virginia
$61.3K
BSB
1325
Bangor Savings Bank
Maine
$59.6K