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Schwab US Large-Cap Growth ETF

1,489 hedge funds and large institutions have $26.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 635 increasing their positions, 516 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
DP
126
Denver PWM
Colorado
$31.5M
MWM
127
Modera Wealth Management
New Jersey
$31.3M
SPC
128
Sigma Planning Corp
Michigan
$31M
IA
129
IFP Advisors
Florida
$30.3M
Jones Financial Companies
130
Jones Financial Companies
Missouri
$30.2M
GC
131
Garde Capital
Washington
$29.5M
IP
132
Ignite Planners
California
$29.3M
MOS
133
MGO One Seven
Ohio
$28.9M
EFG
134
Ethos Financial Group
Pennsylvania
$28.8M
PAG
135
Private Advisor Group
New Jersey
$28.8M
BA
136
Ballast Advisors
Minnesota
$28.6M
AIA
137
Ally Invest Advisors
North Carolina
$28.5M
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$27.9M
VNA
139
Valley National Advisers
Pennsylvania
$27.3M
PWM
140
Perigon Wealth Management
California
$27.2M
AF
141
Apexium Financial
Texas
$27M
BMWS
142
Brady Martz Wealth Solutions
North Dakota
$26.9M
MWM
143
Meridian Wealth Management
Kentucky
$26.4M
SFA
144
Seneca Financial Advisors
New York
$26M
KNFPWM
145
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25.7M
WA
146
WBH Advisory
Maryland
$25.7M
MCA
147
Midwest Capital Advisors
Michigan
$25.4M
CP
148
Capital Planning
Washington
$25.1M
PA
149
Persium Advisors
Georgia
$25.1M
HG
150
Harbor Group
New Hampshire
$25M