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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 %
CPG
1351
Cornerstone Planning Group
New Jersey
$37.3K +$32.9K +1,102 +755%
SL
1352
Salomon & Ludwin
Virginia
$36.1K -$1.17K -40 -3%
KFI
1353
Key Financial Inc
Pennsylvania
$36K +$21.5K +737 +149%
YDMI
1354
Y.D. More Investments
Israel
$32.8K -$8.71K -298 -21%
CFS
1355
CGC Financial Services
Oregon
$31.3K
HNB
1356
Huntington National Bank
Ohio
$30.5K -$30.9K
MIA
1357
MeadowBrook Investment Advisors
Michigan
$30.5K -$5.84K -200 -16%
GJIA
1358
Glass Jacobson Investment Advisors
Maryland
$30.2K -$2.89M -98,900 -99%
VCM
1359
Versant Capital Management
Arizona
$29.8K +$29 +1 +0.1%
PFM
1360
Phillips Financial Management
Indiana
$29.7K
VWA
1361
Valued Wealth Advisors
Utah
$29.3K +$7.45K +255 +34%
W
1362
WealthCollab
Washington
$29.2K
AUB
1363
Atlantic Union Bankshares
Virginia
$29.1K +$29.1K +997 New
Qube Research & Technologies (QRT)
1364
Qube Research & Technologies (QRT)
United Kingdom
$28.5K -$1.77M -60,537 -98%
VWM
1365
Valley Wealth Managers
New Jersey
$26.4K
MAWAG
1366
Mid-American Wealth Advisory Group
Missouri
$26K +$26K +889 New
HR
1367
Howe & Rusling
New York
$25.7K +$6.8K +233 +36%
OIA
1368
Optimum Investment Advisors
Illinois
$25.6K +$29 +1 +0.1%
HWA
1369
Heritage Wealth Advisors
Virginia
$25K
FGC
1370
Financial Gravity Companies
Texas
$23.9K +$23.9K +818 New
EDRH
1371
Edmond de Rothschild Holding
Switzerland
$23.8K
DJSG
1372
D.J. St. Germain
Massachusetts
$23.8K +$23.8K +815 New
AP
1373
Atwood & Palmer
Missouri
$22.3K +$22.3K +764 New
AIC
1374
Archer Investment Corporation
Indiana
$20.8K +$29 +1 +0.1%
HPIA
1375
Hamilton Point Investment Advisors
North Carolina
$20.8K