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Schwab US Large-Cap Growth ETF

1,436 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 161 funds opening new positions, 637 increasing their positions, 452 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
AIP
151
Almanack Investment Partners
Pennsylvania
$22.8M
PA
152
Persium Advisors
Georgia
$22.7M
KNFPWM
153
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$22.6M
MAG
154
Members Advisory Group
New York
$22.6M
FA
155
Fountainhead AM
New Jersey
$22.6M
SWA
156
Stratos Wealth Advisors
Ohio
$22.4M
MA
157
Mutual Advisors
Nebraska
$22.3M
SW
158
SkyOak Wealth
Michigan
$22M
RWM
159
RKL Wealth Management
Pennsylvania
$21.9M
MPM
160
Meritage Portfolio Management
Kansas
$21.9M
FCI
161
Financial Counselors Inc
Kansas
$21.7M
EWA
162
EP Wealth Advisors
California
$21.5M
Jones Financial Companies
163
Jones Financial Companies
Missouri
$21.4M
WA
164
WBH Advisory
Maryland
$21.3M
IA
165
Integrity Alliance
Iowa
$21.3M
PSIWM
166
Paradigm Strategies in Wealth Management
Minnesota
$21.3M
SC
167
Savant Capital
Illinois
$21.2M
UW
168
Unique Wealth
Florida
$21.1M
FFWA
169
FRG Family Wealth Advisors
Washington
$21M
SF
170
Seek First
California
$20.5M
ACM
171
Alpha Capital Management
Texas
$20.4M
CI
172
Conning Inc
Connecticut
$20.3M
PWM
173
Prosperity Wealth Management
California
$20.3M
MWP
174
Meriwether Wealth & Planning
Louisiana
$20.3M
US Bancorp
175
US Bancorp
Minnesota
$20.2M