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Schwab US Large-Cap Growth ETF

1,499 hedge funds and large institutions have $26.6B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 639 increasing their positions, 522 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
217
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

Top Buyers

1 +$489M
2 +$203M
3 +$186M
4
LPL Financial
LPL Financial
California
+$117M
5
Lido Advisors
Lido Advisors
California
+$59.6M

Top Sellers

1 -$78.8M
2 -$63.3M
3 -$60.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$39.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
126
Denver PWM
Colorado
$31.5M
MWM
127
Modera Wealth Management
New Jersey
$31.3M
I
128
INVST
Indiana
$31.2M
SPC
129
Sigma Planning Corp
Michigan
$31M
IA
130
IFP Advisors
Florida
$30.2M
Jones Financial Companies
131
Jones Financial Companies
Missouri
$30.2M
GC
132
Garde Capital
Washington
$29.5M
IP
133
Ignite Planners
California
$29.3M
MOS
134
MGO One Seven
Ohio
$28.9M
EFG
135
Ethos Financial Group
Pennsylvania
$28.8M
PAG
136
Private Advisor Group
New Jersey
$28.8M
BA
137
Ballast Advisors
Minnesota
$28.6M
AIA
138
Ally Invest Advisors
North Carolina
$28.5M
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$27.9M
VNA
140
Valley National Advisers
Pennsylvania
$27.3M
PWM
141
Perigon Wealth Management
California
$27.2M
AF
142
Apexium Financial
Texas
$27M
BMWS
143
Brady Martz Wealth Solutions
North Dakota
$26.9M
MWM
144
Meridian Wealth Management
Kentucky
$26.4M
SFA
145
Seneca Financial Advisors
New York
$26M
KNFPWM
146
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25.7M
WA
147
WBH Advisory
Maryland
$25.7M
MCA
148
Midwest Capital Advisors
Michigan
$25.4M
CP
149
Capital Planning
Washington
$25.1M
PA
150
Persium Advisors
Georgia
$25.1M