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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
TPCW
176
TD Private Client Wealth
New York
$16M
AFG
177
Allegheny Financial Group
Pennsylvania
$15.7M
GSIS
178
Global Strategic Investment Solutions
Arizona
$15.7M
ACA
179
Ackerman Capital Advisors
Texas
$15.6M
WAM
180
Weinberger Asset Management
California
$15.5M
PWM
181
Prosperity Wealth Management
California
$15.5M
SL
182
Systelligence LLC
Minnesota
$15.4M
PAG
183
Private Advisor Group
New Jersey
$15.2M
BWL
184
Bogart Wealth LLC
Virginia
$15.2M
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$15.1M
SPG
186
Strategic Planning Group
Utah
$14.9M
PFWA
187
Paces Ferry Wealth Advisors
Georgia
$14.8M
DI
188
DAGCO Inc
Ohio
$14.6M
WP
189
WealthShield Partners
North Carolina
$14.6M
C
190
Certuity
Florida
$14.4M
PVAMC
191
PPS&V Asset Management Consultants
Michigan
$14.3M
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$14.2M
SA
193
Skyline Advisors
Washington
$14M
AF
194
Allworth Financial
California
$13.9M
AI
195
Atria Investments
North Carolina
$13.9M
Jones Financial Companies
196
Jones Financial Companies
Missouri
$13.5M
LBC
197
Lowe Brockenbrough & Co
Virginia
$13.4M
PMG
198
ProVise Management Group
Florida
$13.4M
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$13.3M
GCP
200
Gill Capital Partners
Colorado
$13.3M