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Schwab US Large-Cap Growth ETF

1,585 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 709 increasing their positions, 553 reducing their positions, and 96 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:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$7.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
Redhawk Wealth Advisors
Minnesota
$15.3M
SAM
227
Smithbridge Asset Management
Pennsylvania
$15.3M
SA
228
Skyline Advisors
Washington
$15.3M
QCM
229
Quantinno Capital Management
New York
$15.2M
TFG
230
Team Financial Group
California
$15.1M
CFMC
231
Curbstone Financial Management Corp
New Hampshire
$14.9M
WP
232
WealthShield Partners
North Carolina
$14.9M
SL
233
Systelligence LLC
Minnesota
$14.9M
KGP
234
Keystone Global Partners
Colorado
$14.8M
AWS
235
Aspen Wealth Strategies
Colorado
$14.7M
SFG
236
Sage Financial Group
Pennsylvania
$14.6M
IA
237
IFS Advisors
Kansas
$14.6M
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$14.5M
OCM
239
One Capital Management
California
$14.2M
MWM
240
MinichMacGregor Wealth Management
New York
$14.1M
CNWM
241
Clay Northam Wealth Management
California
$14.1M
PMG
242
ProVise Management Group
Florida
$13.9M
AWM
243
Avior Wealth Management
Nebraska
$13.9M
BRWM
244
Blue Rock Wealth Management
North Carolina
$13.8M
IA
245
Integrity Alliance
Iowa
$13.8M
DADC
246
D.A. Davidson & Co
Montana
$13.6M
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$13.6M
NLWP
248
Next Level Wealth Planning
Idaho
$13.5M
DC
249
Dahring Cusmano
Michigan
$13.4M
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$13.4M