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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
LIM
1426
Lathrop Investment Management
Arkansas
CAG
1427
Crestwood Advisors Group
Massachusetts
PAS
1428
PKS Advisory Services
New York
CRWM
1429
Castle Rock Wealth Management
California
FWM
1430
FLP Wealth Management
Arkansas
CAS
1431
Coppell Advisory Solutions
Texas
HFS
1432
Hantz Financial Services
Michigan
PFA
1433
Pathway Financial Advisers
Indiana
CP
1434
Castleview Partners
Texas
CJ
1435
Caitlin John
Michigan
EWM
1436
EPG Wealth Management
Georgia
HI
1437
Human Investing
Oregon
FFA
1438
Fairfield Financial Advisors
Massachusetts
RCM
1439
Raleigh Capital Management
North Carolina
DJSG
1440
D.J. St. Germain
Massachusetts
LDB
1441
Lee, Danner & Bass
Tennessee
EBA
1442
Eagle Bay Advisors
New York
EFP
1443
EnRich Financial Partners
Wisconsin
FLP
1444
Financial Life Planners
Arizona
TIM
1445
Thompson Investment Management
Wisconsin
TCOV
1446
Trust Company of Vermont
Vermont
NWWA
1447
New Wave Wealth Advisors
Arkansas
TRCT
1448
Tower Research Capital (TRC)
New York
RCA
1449
Runnymede Capital Advisors
Ohio
SAM
1450
Synergy Asset Management
Washington