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Schwab US Large-Cap Growth ETF

1,450 hedge funds and large institutions have $23.4B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 643 increasing their positions, 456 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
222
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
MCA
151
Midwest Capital Advisors
Michigan
$23M
AIP
152
Almanack Investment Partners
Pennsylvania
$22.8M
PA
153
Persium Advisors
Georgia
$22.7M
KNFPWM
154
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$22.6M
MAG
155
Members Advisory Group
New York
$22.6M
FA
156
Fountainhead AM
New Jersey
$22.6M
SA
157
Sanctuary Advisors
Indiana
$22.5M
SWA
158
Stratos Wealth Advisors
Ohio
$22.4M
MA
159
Mutual Advisors
Nebraska
$22.3M
SW
160
SkyOak Wealth
Michigan
$22M
RWM
161
RKL Wealth Management
Pennsylvania
$21.9M
MPM
162
Meritage Portfolio Management
Kansas
$21.9M
FCI
163
Financial Counselors Inc
Kansas
$21.7M
EWA
164
EP Wealth Advisors
California
$21.5M
Jones Financial Companies
165
Jones Financial Companies
Missouri
$21.4M
WA
166
WBH Advisory
Maryland
$21.3M
IA
167
Integrity Alliance
Iowa
$21.3M
PSIWM
168
Paradigm Strategies in Wealth Management
Minnesota
$21.3M
SC
169
Savant Capital
Illinois
$21.2M
UW
170
Unique Wealth
Florida
$21.1M
FFWA
171
FRG Family Wealth Advisors
Washington
$21M
SF
172
Seek First
California
$20.5M
ACM
173
Alpha Capital Management
Texas
$20.4M
CI
174
Conning Inc
Connecticut
$20.3M
PWM
175
Prosperity Wealth Management
California
$20.3M