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Schwab US Large-Cap Growth ETF

1,475 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 627 increasing their positions, 512 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$3.56M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$31.3M
SPC
127
Sigma Planning Corp
Michigan
$31M
Jones Financial Companies
128
Jones Financial Companies
Missouri
$30.2M
IP
129
Ignite Planners
California
$29.3M
MOS
130
MGO One Seven
Ohio
$28.9M
EFG
131
Ethos Financial Group
Pennsylvania
$28.8M
PAG
132
Private Advisor Group
New Jersey
$28.8M
BA
133
Ballast Advisors
Minnesota
$28.6M
AIA
134
Ally Invest Advisors
North Carolina
$28.5M
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$27.9M
VNA
136
Valley National Advisers
Pennsylvania
$27.3M
PWM
137
Perigon Wealth Management
California
$27.2M
AF
138
Apexium Financial
Texas
$27M
BMWS
139
Brady Martz Wealth Solutions
North Dakota
$26.9M
MWM
140
Meridian Wealth Management
Kentucky
$26.4M
SFA
141
Seneca Financial Advisors
New York
$26M
KNFPWM
142
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25.7M
WA
143
WBH Advisory
Maryland
$25.7M
MCA
144
Midwest Capital Advisors
Michigan
$25.4M
CP
145
Capital Planning
Washington
$25.1M
PA
146
Persium Advisors
Georgia
$25.1M
HG
147
Harbor Group
New Hampshire
$25M
WCM
148
Weaver Capital Management
Georgia
$24.7M
MAG
149
Members Advisory Group
New York
$24.6M
NA
150
NewEdge Advisors
Louisiana
$24.5M