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Schwab US Large-Cap Growth ETF

1,502 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, 640 increasing their positions, 523 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
BIA
1301
Bell Investment Advisors
California
$215K
NCM
1302
Noesis Capital Mangement
Florida
$215K
CPC
1303
Cookson Peirce & Co
Pennsylvania
$215K
ARG
1304
Advisory Resource Group
Oklahoma
$214K
FWM
1305
FLP Wealth Management
Arkansas
$214K
FWM
1306
Fonville Wealth Management
Virginia
$213K
CPA
1307
Compass Planning Associates
Massachusetts
$212K
SFC
1308
Summit Financial Consulting
Michigan
$212K
HWA
1309
Hillcrest Wealth Advisors
New Jersey
$212K
RC
1310
Roundview Capital
New Jersey
$212K
DF
1311
Define Financial
California
$211K
TFG
1312
Tilson Financial Group
New Jersey
$211K
BBI
1313
Baxter Bros Inc
Connecticut
$207K
PCM
1314
Palouse Capital Management
Washington
$207K
FNA
1315
First National Advisers
Nebraska
$206K
BFS
1316
Beacon Financial Strategies
North Carolina
$204K
LIM
1317
Lathrop Investment Management
Arkansas
$204K
CRWM
1318
Castle Rock Wealth Management
California
$204K
SSWM
1319
Sheets Smith Wealth Management
North Carolina
$203K
CWM
1320
Collaborative Wealth Management
Florida
$201K
EFL
1321
ERn Financial LLC
Wisconsin
$201K
EAM
1322
Empirical Asset Management
Massachusetts
$200K
HWA
1323
Heritage Wealth Advisors
Virginia
$196K
AIM
1324
Anchor Investment Management
South Carolina
$194K
CT
1325
Clearstead Trust
Maine
$184K