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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
SWM
201
Schwallier Wealth Management
Michigan
$17.9M
PVAMC
202
PPS&V Asset Management Consultants
Michigan
$17.8M
ACA
203
Ackerman Capital Advisors
Texas
$17.8M
BCI
204
Brinker Capital Investments
Pennsylvania
$17.6M
EH
205
Equitable Holdings
New York
$17.6M
LC
206
LCNB Corp
Ohio
$17.4M
BDWCC
207
B&D White Capital Company
Texas
$17.2M
WP
208
WealthShield Partners
North Carolina
$17M
DCM
209
Donaldson Capital Management
Indiana
$16.9M
SA
210
Skyline Advisors
Washington
$16.5M
AF
211
Allworth Financial
California
$16.4M
Citigroup
212
Citigroup
New York
$16.2M
LWL
213
Leo Wealth LLC
Texas
$16.2M
SFG
214
Sage Financial Group
Pennsylvania
$16M
KFS
215
Kaizen Financial Strategies
California
$15.6M
CFMC
216
Curbstone Financial Management Corp
New Hampshire
$15.4M
UWM
217
USAdvisors Wealth Management
Minnesota
$15.4M
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$15.3M
GCP
219
Gill Capital Partners
Colorado
$15.3M
PCM
220
Payne Capital Management
New York
$15.3M
C
221
Certuity
Florida
$15.2M
Lido Advisors
222
Lido Advisors
California
$15.2M
OCM
223
One Capital Management
California
$15.2M
PMG
224
ProVise Management Group
Florida
$15.1M
NFG
225
Northeast Financial Group
Pennsylvania
$15.1M