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Schwab US Large-Cap Growth ETF

1,431 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, 635 increasing their positions, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+75
Holders Change %
+5.53%
% of All Funds
19.19%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
160
Increased
635
Reduced
450
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 %
KFI
1351
Key Financial Inc
Pennsylvania
$36K +$21.5K +737 +149%
YDMI
1352
Y.D. More Investments
Israel
$32.8K -$8.71K -298 -21%
CFS
1353
CGC Financial Services
Oregon
$31.3K
HNB
1354
Huntington National Bank
Ohio
$30.5K -$30.9K
MIA
1355
MeadowBrook Investment Advisors
Michigan
$30.5K -$5.84K -200 -16%
GJIA
1356
Glass Jacobson Investment Advisors
Maryland
$30.2K -$2.89M -98,900 -99%
VCM
1357
Versant Capital Management
Arizona
$29.8K +$29 +1 +0.1%
PFM
1358
Phillips Financial Management
Indiana
$29.7K
VWA
1359
Valued Wealth Advisors
Utah
$29.3K +$7.45K +255 +34%
W
1360
WealthCollab
Washington
$29.2K
AUB
1361
Atlantic Union Bankshares
Virginia
$29.1K +$29.1K +997 New
Qube Research & Technologies (QRT)
1362
Qube Research & Technologies (QRT)
United Kingdom
$28.5K -$1.77M -60,537 -98%
VWM
1363
Valley Wealth Managers
New Jersey
$26.4K
MAWAG
1364
Mid-American Wealth Advisory Group
Missouri
$26K +$26K +889 New
HR
1365
Howe & Rusling
New York
$25.7K +$6.8K +233 +36%
OIA
1366
Optimum Investment Advisors
Illinois
$25.6K +$29 +1 +0.1%
HWA
1367
Heritage Wealth Advisors
Virginia
$25K
FGC
1368
Financial Gravity Companies
Texas
$23.9K +$23.9K +818 New
EDRH
1369
Edmond de Rothschild Holding
Switzerland
$23.8K
DJSG
1370
D.J. St. Germain
Massachusetts
$23.8K +$23.8K +815 New
AP
1371
Atwood & Palmer
Missouri
$22.3K +$22.3K +764 New
AIC
1372
Archer Investment Corporation
Indiana
$20.8K +$29 +1 +0.1%
HPIA
1373
Hamilton Point Investment Advisors
North Carolina
$20.8K
BCM
1374
Basso Capital Management
Connecticut
$20.2K
SIS
1375
Sound Income Strategies
Florida
$19.2K -$51.9K -1,775 -73%