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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
SC
151
Savant Capital
Illinois
$18.5M
KNFPWM
152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$18.4M
MA
153
Mutual Advisors
Nebraska
$18.3M
PA
154
Persium Advisors
Georgia
$18.3M
PSIWM
155
Paradigm Strategies in Wealth Management
Minnesota
$18M
IA
156
Integrity Alliance
Iowa
$18M
CSP
157
Cary Street Partners
Virginia
$17.7M
MWM
158
MinichMacGregor Wealth Management
New York
$17.7M
FFWA
159
FRG Family Wealth Advisors
Washington
$17.6M
SWM
160
SK Wealth Management
Rhode Island
$17.6M
OCM
161
One Capital Management
California
$17.5M
AF
162
Apexium Financial
Texas
$17.5M
CI
163
Conning Inc
Connecticut
$17.4M
LTL
164
Lowery Thomas LLC
California
$17.4M
SW
165
SkyOak Wealth
Michigan
$17.3M
SF
166
Safeguard Financial
Wisconsin
$17M
WA
167
WBH Advisory
Maryland
$16.8M
SFA
168
Souders Financial Advisors
Ohio
$16.8M
IWP
169
Invenio Wealth Partners
Florida
$16.7M
MWP
170
Meriwether Wealth & Planning
Louisiana
$16.7M
SF
171
Seek First
California
$16.7M
SS
172
Sunbelt Securities
Texas
$16.5M
EH
173
Equitable Holdings
New York
$16.5M
AWS
174
Aspen Wealth Strategies
Colorado
$16.2M
JJBC
175
James J. Burns & Company
New York
$16M