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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
ACM
1301
Anfield Capital Management
California
$16.2K
HR
1302
Howe & Rusling
New York
$16.2K
IRAG
1303
Investment Research & Advisory Group
Georgia
$15.2K
AWM
1304
Aberdeen Wealth Management
Illinois
$15.2K
CYG
1305
Clean Yield Group
Vermont
$15.2K
AEPWM
1306
Atlantic Edge Private Wealth Management
Florida
$15.2K
CAM
1307
Creekmur Asset Management
Illinois
$15.1K
SC
1308
Swan Capital
Florida
$14.6K
MAM
1309
Morse Asset Management
Connecticut
$13.8K
JFG
1310
JDM Financial Group
Texas
$12.8K
KFI
1311
Key Financial Inc
Pennsylvania
$12.4K
OC
1312
Oakworth Capital
Alabama
$12.1K
HIA
1313
Harbor Investment Advisory
Maryland
$11.5K
FDCDDQ
1314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
LI
1315
LRI Investments
Florida
$11.2K
HI
1316
Horizon Investments
North Carolina
$11.1K
ACA
1317
Atlas Capital Advisors
Wyoming
$10.6K
DF
1318
Dunhill Financial
United Kingdom
$10K
AGWCA
1319
Annis Gardner Whiting Capital Advisors
Florida
$10K
PP
1320
PrairieView Partners
Minnesota
$10K
1L
1321
10Elms LLP
Oklahoma
$9.82K
AWM
1322
Abound Wealth Management
Tennessee
$9.67K
TSMHT
1323
Thurston Springer Miller Herd & Titak
Indiana
$8.76K
CA
1324
Crewe Advisors
Utah
$8.71K
SFA
1325
Semmax Financial Advisors
North Carolina
$8.23K