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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
BWG
1401
Boomfish Wealth Group
Georgia
Millennium Management
1402
Millennium Management
New York
IPA
1403
Investment Planning Advisors
Georgia
FWM
1404
Forza Wealth Management
Florida
IWS
1405
Insight Wealth Strategies
California
BFG
1406
Bouchey Financial Group
New York
PWP
1407
Precedent Wealth Partners
Texas
FTWA
1408
Fifth Third Wealth Advisors
Ohio
FFP
1409
FourThought Financial Partners
Florida
ATC
1410
Argent Trust Co
Tennessee
AG
1411
Advocate Group
Minnesota
FWM
1412
Fonville Wealth Management
Virginia
PWM
1413
Penobscot Wealth Management
Maine
RRA
1414
Round Rock Advisors
Connecticut
AIFAIM
1415
American Institute for Advanced Investment Management
Arizona
PGF
1416
Plan Group Financial
Oklahoma
TFG
1417
Tull Financial Group
Virginia
CIA
1418
Cladis Investment Advisory
Montana
ZIC
1419
ZWJ Investment Counsel
Georgia
LA
1420
Latitude Advisors
Florida
CRI
1421
Colonial River Investments
Virginia
HCMT
1422
Highland Capital Management (Tennessee)
Tennessee
FPGK
1423
Financial Partners Group (Kansas)
Kansas
KWS
1424
Keystone Wealth Services
California
PRI
1425
Prepared Retirement Institute
Pennsylvania