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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
AWS
126
Atria Wealth Solutions
New York
$22.8M
IP
127
Ignite Planners
California
$22.5M
SAI
128
Savvy Advisors Inc
New York
$22.5M
MWM
129
Meridian Wealth Management
Kentucky
$22.4M
EFG
130
Ethos Financial Group
Pennsylvania
$22.4M
PS
131
Principal Securities
Iowa
$22.1M
MFG
132
Merit Financial Group
Georgia
$20.7M
WCM
133
Weaver Capital Management
Georgia
$20.3M
ACM
134
Alpha Capital Management
Texas
$20.2M
AIA
135
Ally Invest Advisors
North Carolina
$20.1M
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$20M
RWM
137
RKL Wealth Management
Pennsylvania
$20M
HG
138
Harbor Group
New Hampshire
$19.9M
UW
139
Unique Wealth
Florida
$19.9M
LA
140
LVW Advisors
New York
$19.9M
FA
141
Fountainhead AM
New Jersey
$19.8M
I
142
INVST
Indiana
$19.4M
SWA
143
Stratos Wealth Advisors
Ohio
$19.3M
PWM
144
Perigon Wealth Management
California
$19.2M
BTWM
145
Brass Tax Wealth Management
Ohio
$19M
KWA
146
Kingswood Wealth Advisors
California
$18.8M
SFA
147
Seneca Financial Advisors
New York
$18.7M
VNA
148
Valley National Advisers
Pennsylvania
$18.6M
MAG
149
Members Advisory Group
New York
$18.6M
US Bancorp
150
US Bancorp
Minnesota
$18.6M