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Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
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

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1301
Advisory Resource Group
Oklahoma
$214K
FWM
1302
FLP Wealth Management
Arkansas
$214K
FWM
1303
Fonville Wealth Management
Virginia
$213K
CPA
1304
Compass Planning Associates
Massachusetts
$212K
SFC
1305
Summit Financial Consulting
Michigan
$212K
HWA
1306
Hillcrest Wealth Advisors
New Jersey
$212K
RC
1307
Roundview Capital
New Jersey
$212K
DF
1308
Define Financial
California
$211K
TFG
1309
Tilson Financial Group
New Jersey
$211K
BBI
1310
Baxter Bros Inc
Connecticut
$207K
PCM
1311
Palouse Capital Management
Washington
$207K
FNA
1312
First National Advisers
Nebraska
$206K
BFS
1313
Beacon Financial Strategies
North Carolina
$204K
LIM
1314
Lathrop Investment Management
Arkansas
$204K
CRWM
1315
Castle Rock Wealth Management
California
$204K
SSWM
1316
Sheets Smith Wealth Management
North Carolina
$203K
CWM
1317
Collaborative Wealth Management
Florida
$201K
EFL
1318
ERn Financial LLC
Wisconsin
$201K
EAM
1319
Empirical Asset Management
Massachusetts
$200K
HWA
1320
Heritage Wealth Advisors
Virginia
$196K
AIM
1321
Anchor Investment Management
South Carolina
$194K
CT
1322
Clearstead Trust
Maine
$184K
PK
1323
Pflug Koory
Nebraska
$180K
AWM
1324
Accredited Wealth Management
Kentucky
$180K
UCB
1325
United Community Bank
South Carolina
$179K