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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 %
MHR
1376
Matthew Hamilton Rosenberg
$19.2K
ACM
1377
Anfield Capital Management
California
$18.9K
MWM
1378
Mascoma Wealth Management
New Hampshire
$18.8K +$18.8K +644 New
RMP
1379
Richards, Merrill & Peterson
Washington
$18.1K -$38.8K -1,327 -68%
IRAG
1380
Investment Research & Advisory Group
Georgia
$17.9K +$88 +3 +0.5%
AWM
1381
Aberdeen Wealth Management
Illinois
$17.8K +$88 +3 +0.5%
AEPWM
1382
Atlantic Edge Private Wealth Management
Florida
$17.8K
CYG
1383
Clean Yield Group
Vermont
$17.8K
AF
1384
Alerus Financial
North Dakota
$16.9K +$16.9K +580 New
RIL
1385
Rothschild Investment LLC
Illinois
$16.8K +$16.8K +574 New
DF
1386
Dunhill Financial
United Kingdom
$15.3K +$3.59K +123 +31%
JFG
1387
JDM Financial Group
Texas
$15K
OC
1388
Oakworth Capital
Alabama
$14.1K
MAM
1389
Morse Asset Management
Connecticut
$14K -$2.1K -72 -13%
HIA
1390
Harbor Investment Advisory
Maryland
$13.4K
FDCDDQ
1391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
LI
1392
LRI Investments
Florida
$13.1K
HI
1393
Horizon Investments
North Carolina
$12.9K
AGWCA
1394
Annis Gardner Whiting Capital Advisors
Florida
$12.8K +$1.08K +37 +9%
ACA
1395
Atlas Capital Advisors
Wyoming
$12.4K
1L
1396
10Elms LLP
Oklahoma
$11.5K
FCT
1397
First Community Trust
Iowa
$11.2K +$11.2K +385 New
PP
1398
PrairieView Partners
Minnesota
$11K
SWP
1399
Strategic Wealth Partners
Ohio
$10.5K +$10.5K +360 New
SFA
1400
Semmax Financial Advisors
North Carolina
$9.64K