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Schwab US Large-Cap Growth ETF

1,614 hedge funds and large institutions have $26.4B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 722 increasing their positions, 563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $7.78M

28% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 563

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

1.87% more ownership

Funds ownership: 53.46%55.34% (+1.9%)

1% less funds holding

Funds holding: 1,6291,614 (-15)

7% less capital invested

Capital invested by funds: $28.2B → $26.4B (-$1.87B)

12% less funds holding in top 10

Funds holding in top 10: 240212 (-28)

Holders
1,614
Holders Change
-15
Holders Change %
-0.92%
% of All Funds
19.86%
Holding in Top 10
212
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-11.67%
% of All Funds
2.61%
New
113
Increased
722
Reduced
563
Closed
96
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AZ
226
Alpha Zero
Florida
$15.4M +$1.12M +35,882 +7%
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$15.4M -$146K -4,686 -0.9%
RWA
228
Redhawk Wealth Advisors
Minnesota
$15.3M +$1.51M +48,587 +10%
SAM
229
Smithbridge Asset Management
Pennsylvania
$15.3M -$13M -419,742 -44%
SA
230
Skyline Advisors
Washington
$15.3M -$1.52M -48,922 -9%
QCM
231
Quantinno Capital Management
New York
$15.2M +$4.38M +140,959 +37%
TFG
232
Team Financial Group
California
$15.1M +$1.07M +34,331 +7%
CFMC
233
Curbstone Financial Management Corp
New Hampshire
$14.9M +$186K +5,992 +1%
WP
234
WealthShield Partners
North Carolina
$14.9M -$184K -5,935 -1%
SL
235
Systelligence LLC
Minnesota
$14.9M +$15.9M +509,891 New
KGP
236
Keystone Global Partners
Colorado
$14.8M -$5.88M -189,062 -27%
AWS
237
Aspen Wealth Strategies
Colorado
$14.7M +$481K +15,464 +3%
SFG
238
Sage Financial Group
Pennsylvania
$14.6M -$479K -15,403 -3%
IA
239
IFS Advisors
Kansas
$14.6M +$608K +19,568 +4%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$14.5M +$189K +6,083 +1%
OCM
241
One Capital Management
California
$14.2M +$2.09M +67,332 +16%
MWM
242
MinichMacGregor Wealth Management
New York
$14.1M +$542K +17,440 +4%
CNWM
243
Clay Northam Wealth Management
California
$14.1M +$69.4K +2,232 +0.5%
PMG
244
ProVise Management Group
Florida
$13.9M -$401K -12,909 -3%
AWM
245
Avior Wealth Management
Nebraska
$13.9M +$9.69M +311,810 +188%
BRWM
246
Blue Rock Wealth Management
North Carolina
$13.8M +$203K +6,545 +1%
IA
247
Integrity Alliance
Iowa
$13.8M -$14.5K -467 -0.1%
DADC
248
D.A. Davidson & Co
Montana
$13.6M +$702K +22,586 +5%
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$13.6M +$6.88M +221,361 +91%
NLWP
250
Next Level Wealth Planning
Idaho
$13.5M +$340K +10,935 +2%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2026, worth a combined $26.4B — down 6.6% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHG positions and 96 closed out — a net gain of 17 holders — while 722 added to existing stakes and 563 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,614 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,629 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.6% quarter-over-quarter.
  • 113 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 96 closed out, a net change of +17 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2026 was Oasis Advisors, an estimated $457M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2026 was MML Investors Services, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2026.