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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 %
RF
1326
Rossby Financial
Florida
$59.1K
AG
1327
AmeriFlex Group
Nevada
$58.3K -$1.12M -38,774 -95%
AWM
1328
Abound Wealth Management
Tennessee
$57.3K +$46K +1,576 +408%
KFP
1329
Keener Financial Planning
Texas
$57K +$53.9K +1,877 +1,738%
CCM
1330
Chilton Capital Management
Texas
$57K +$57K +1,950 New
WTC
1331
WhitTier Trust Company
Nevada
$56.1K
CWM
1332
Copia Wealth Management
Oregon
$55.8K
MJRIC
1333
Mogy Joel R Investment Counsel
California
$55.4K +$55.4K +1,896 New
MIM
1334
MTM Investment Management
South Carolina
$55.4K +$2.92K +100 +6%
DPW
1335
DiNuzzo Private Wealth
Pennsylvania
$54.1K
CCMI
1336
Creative Capital Management Investments
California
$53.3K
CAM
1337
Creekmur Asset Management
Illinois
$52.9K +$35.3K +1,208 +200%
BWM
1338
Bernard Wealth Management
Michigan
$52.6K -$321 -11 -0.6%
ME
1339
McIlrath & Eck
Washington
$51.1K
AWM
1340
AllSquare Wealth Management
New York
$50K
National Bank of Canada
1341
National Bank of Canada
Quebec, Canada
$47.6K +$6.28K +215 +15%
AT
1342
Avalon Trust
New Mexico
$46.7K
HFS
1343
Hopwood Financial Services
Virginia
$46.3K
RBC
1344
Roble Belko & Company
Pennsylvania
$43K +$2.86K +98 +7%
KHC
1345
Koesten Hirschmann & Crabtree
Kansas
$42.4K
PA
1346
Pineridge Advisors
Missouri
$41.9K +$29 +1 +0.1%
FCMT
1347
Founders Capital Management (Texas)
Texas
$41.7K +$614 +21 +1%
TC
1348
Trust Company
Kansas
$41.6K
CTC
1349
Central Trust Company
Missouri
$38.2K +$321 +11 +0.8%
MFT
1350
Moisand Fitzgerald Tamayo
Florida
$38.1K