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Schwab US Large-Cap Growth ETF

1,443 hedge funds and large institutions have $23.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 640 increasing their positions, 453 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.6M
Puts
$4.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Garde Capital
Washington
$27.2M
BA
127
Ballast Advisors
Minnesota
$26.7M
I
128
INVST
Indiana
$26.5M
PAG
129
Private Advisor Group
New Jersey
$26.3M
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$26.1M
IP
131
Ignite Planners
California
$25.9M
SWM
132
SK Wealth Management
Rhode Island
$25.6M
BDF
133
Black Diamond Financial
Maryland
$25.6M
EFG
134
Ethos Financial Group
Pennsylvania
$25.4M
MOS
135
MGO One Seven
Ohio
$25.2M
BMWS
136
Brady Martz Wealth Solutions
North Dakota
$25.1M
MWM
137
Meridian Wealth Management
Kentucky
$24.9M
AIA
138
Ally Invest Advisors
North Carolina
$23.9M
KWA
139
Kingswood Wealth Advisors
California
$23.9M
LA
140
LVW Advisors
New York
$23.5M
AF
141
Apexium Financial
Texas
$23.4M
WCM
142
Weaver Capital Management
Georgia
$23.3M
PWM
143
Perigon Wealth Management
California
$23.3M
SFA
144
Seneca Financial Advisors
New York
$23.3M
WA
145
Win Advisors
Florida
$23.2M
GWM
146
Geneos Wealth Management
Colorado
$23.2M
VNA
147
Valley National Advisers
Pennsylvania
$23.2M
BTWM
148
Brass Tax Wealth Management
Ohio
$23.2M
CP
149
Capital Planning
Washington
$23.2M
HG
150
Harbor Group
New Hampshire
$23.1M