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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
CSB
1326
City State Bank
Iowa
$7.41K
FFA
1327
Frazier Financial Advisors
Ohio
$7.28K
OPTFSNA
1328
Old Point Trust & Financial Services N A
Virginia
$6.91K
FS
1329
Financially Speaking
Colorado
$6.86K
WWM
1330
Woodside Wealth Management
Massachusetts
$6.71K
BDPWM
1331
Barnes Dennig Private Wealth Management
Ohio
$6.41K
BIM
1332
Breakwater Investment Management
Washington
$6.31K
CMA
1333
Cedar Mountain Advisors
Oregon
$6.21K
KIG
1334
Kessler Investment Group
Indiana
$5.81K
RJA
1335
Ross\Johnson & Associates
Minnesota
$5.5K
GWP
1336
Gen-Wealth Partners
Michigan
$5.06K
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$4.41K
WPA
1338
Wealth Preservation Advisors
Tennessee
$4.41K
AA
1339
Addison Advisors
Vermont
$4.01K
NC
1340
North Capital
Utah
$3.88K
CPG
1341
Cornerstone Planning Group
New Jersey
$3.54K
DFC
1342
DB Fitzpatrick & Co
Idaho
$3.53K
AAG
1343
Armstrong Advisory Group
Massachusetts
$3.48K
SAS
1344
Spurstone Advisory Services
Connecticut
$2.8K
EWA
1345
EQ Wealth Advisors
Texas
$2.65K
NFSG
1346
Newbridge Financial Services Group
Florida
$2.5K
SIC
1347
SJS Investment Consulting
Ohio
$2.01K
KFP
1348
Keener Financial Planning
Texas
$2K
RF
1349
Robbins Farley
New Hampshire
$1.75K
GI
1350
GAMMA Investing
California
$1.7K