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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 %
BCM
1376
Basso Capital Management
Connecticut
$20.2K
SIS
1377
Sound Income Strategies
Florida
$19.2K -$51.9K -1,775 -73%
MHR
1378
Matthew Hamilton Rosenberg
$19.2K
ACM
1379
Anfield Capital Management
California
$18.9K
MWM
1380
Mascoma Wealth Management
New Hampshire
$18.8K +$18.8K +644 New
RMP
1381
Richards, Merrill & Peterson
Washington
$18.1K -$38.8K -1,327 -68%
IRAG
1382
Investment Research & Advisory Group
Georgia
$17.9K +$88 +3 +0.5%
AWM
1383
Aberdeen Wealth Management
Illinois
$17.8K +$88 +3 +0.5%
AEPWM
1384
Atlantic Edge Private Wealth Management
Florida
$17.8K
CYG
1385
Clean Yield Group
Vermont
$17.8K
AF
1386
Alerus Financial
North Dakota
$16.9K +$16.9K +580 New
RIL
1387
Rothschild Investment LLC
Illinois
$16.8K +$16.8K +574 New
DF
1388
Dunhill Financial
United Kingdom
$15.3K +$3.59K +123 +31%
JFG
1389
JDM Financial Group
Texas
$15K
OC
1390
Oakworth Capital
Alabama
$14.1K
MAM
1391
Morse Asset Management
Connecticut
$14K -$2.1K -72 -13%
HIA
1392
Harbor Investment Advisory
Maryland
$13.4K
FDCDDQ
1393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
LI
1394
LRI Investments
Florida
$13.1K
HI
1395
Horizon Investments
North Carolina
$12.9K
AGWCA
1396
Annis Gardner Whiting Capital Advisors
Florida
$12.8K +$1.08K +37 +9%
ACA
1397
Atlas Capital Advisors
Wyoming
$12.4K
1L
1398
10Elms LLP
Oklahoma
$11.5K
FCT
1399
First Community Trust
Iowa
$11.2K +$11.2K +385 New
PP
1400
PrairieView Partners
Minnesota
$11K