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Schwab US Large-Cap Growth ETF

1,431 hedge funds and large institutions have $23.1B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 635 increasing their positions, 450 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+75
Holders Change %
+5.53%
% of All Funds
19.19%
Holding in Top 10
217
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.5%
% of All Funds
2.91%
New
160
Increased
635
Reduced
450
Closed
55
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
201
Equitable Holdings
New York
$17.6M -$1.66M -56,755 -9%
LC
202
LCNB Corp
Ohio
$17.4M +$2.55M +87,317 +17%
BDWCC
203
B&D White Capital Company
Texas
$17.2M -$30.1M -1,029,811 -64%
WP
204
WealthShield Partners
North Carolina
$17M -$18.2K -624 -0.1%
DCM
205
Donaldson Capital Management
Indiana
$16.9M +$2.71M +92,703 +19%
SA
206
Skyline Advisors
Washington
$16.5M +$183K +6,278 +1%
AF
207
Allworth Financial
California
$16.4M -$4.24K -145 -0%
Citigroup
208
Citigroup
New York
$16.2M +$2.91M +99,506 +22%
LWL
209
Leo Wealth LLC
Texas
$16.2M +$16.2M +553,870 New
SFG
210
Sage Financial Group
Pennsylvania
$16M +$1.29M +44,264 +9%
KFS
211
Kaizen Financial Strategies
California
$15.6M +$200K +6,844 +1%
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$15.4M -$163K -5,580 -1%
UWM
213
USAdvisors Wealth Management
Minnesota
$15.4M +$712K +24,374 +5%
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$15.3M +$695K +23,792 +5%
GCP
215
Gill Capital Partners
Colorado
$15.3M -$199K -6,807 -1%
C
216
Certuity
Florida
$15.2M -$1.59M -54,392 -9%
Lido Advisors
217
Lido Advisors
California
$15.2M -$63.7M -2,179,465 -81%
OCM
218
One Capital Management
California
$15.2M -$5.3M -181,504 -26%
PMG
219
ProVise Management Group
Florida
$15.1M -$509K -17,411 -3%
NFG
220
Northeast Financial Group
Pennsylvania
$15.1M +$1.59M +54,410 +12%
SWM
221
SeaCrest Wealth Management
New York
$15.1M +$884K +30,267 +6%
SF
222
Summit Financial
New Jersey
$14.9M +$6.13M +209,850 +70%
VCA
223
Verdence Capital Advisors
Maryland
$14.8M +$1.35M +46,285 +10%
KGP
224
Keystone Global Partners
Colorado
$14.8M +$2.48M +84,863 +20%
MWA
225
Martel Wealth Advisors
Washington
$14.7M -$153K -5,237 -1%