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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 %
RJA
1401
Ross\Johnson & Associates
Minnesota
$8.09K +$1.66K +57 +26%
CSB
1402
City State Bank
Iowa
$8.06K -$584 -20 -7%
OPTFSNA
1403
Old Point Trust & Financial Services N A
Virginia
$8.06K
WWM
1404
Woodside Wealth Management
Massachusetts
$7.83K
BDPWM
1405
Barnes Dennig Private Wealth Management
Ohio
$7.48K
BIM
1406
Breakwater Investment Management
Washington
$7.36K
CMA
1407
Cedar Mountain Advisors
Oregon
$7.24K
KIG
1408
Kessler Investment Group
Indiana
$6.78K
GWP
1409
Gen-Wealth Partners
Michigan
$6.59K +$700 +24 +12%
BCMIO
1410
Beacon Capital Management Inc (Ohio)
Ohio
$5.38K +$5.38K +184 New
BF
1411
BOK Financial
Oklahoma
$5.26K -$33.7K -1,152 -86%
WPA
1412
Wealth Preservation Advisors
Tennessee
$5.14K
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$5.14K
NC
1414
North Capital
Utah
$4.53K
DFC
1415
DB Fitzpatrick & Co
Idaho
$4.12K
EWA
1416
EQ Wealth Advisors
Texas
$3.3K +$205 +7 +7%
SAS
1417
Spurstone Advisory Services
Connecticut
$3.27K
NFSG
1418
Newbridge Financial Services Group
Florida
$2.92K
RF
1419
Robbins Farley
New Hampshire
$2.05K
GI
1420
GAMMA Investing
California
$1.99K
WT
1421
Whittier Trust
California
$1.52K
AA
1422
Addison Advisors
Vermont
$1.17K -$3.51K -120 -75%
FFA
1423
Frazier Financial Advisors
Ohio
$1.02K -$7.48K -256 -88%
FLFS
1424
Family Legacy Financial Solutions
North Carolina
$673 +$673 +23 New
WWM
1425
Wagner Wealth Management
South Carolina
$645 -$18.8K -641 -97%