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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
WT
1351
Whittier Trust
California
$1.3K
CWM
1352
Cranbrook Wealth Management
Michigan
$276
AP
1353
Aspect Partners
Virginia
$275
IHWM
1354
Iron Horse Wealth Management
Iowa
$200
TC
1355
Truvestments Capital
Florida
$75
HNW
1356
High Note Wealth
Minnesota
$73
EAM
1357
Eukles Asset Management
Ohio
$50
NC
1358
NewSquare Capital
Pennsylvania
$36
RTL
1359
Red Tortoise LLC
Georgia
$16
CFGS
1360
Concourse Financial Group Securities
Alabama
LWL
1361
Leo Wealth LLC
Texas
QAM
1362
Q3 Asset Management
Michigan
SWM
1363
Scissortail Wealth Management
Oklahoma
TI
1364
Tidal Investments
Wisconsin
EMAM
1365
Encompass More Asset Management
California
LWM
1366
Laidlaw Wealth Management
New York
Renaissance Technologies
1367
Renaissance Technologies
New York
AT
1368
American Trust
Kentucky
SW
1369
SVB Wealth
Massachusetts
ETC
1370
Exchange Traded Concepts
Oklahoma
OPAM
1371
Ocean Park Asset Management
California
Jane Street
1372
Jane Street
New York
LAS
1373
Lloyd Advisory Services
Georgia
RA
1374
Riversedge Advisors
Delaware
LA
1375
Lindenwold Advisors
Pennsylvania