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Schwab US Large-Cap Growth ETF

1,623 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 114 funds opening new positions, 727 increasing their positions, 565 reducing their positions, and 95 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

29% more repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 565

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

1.99% more ownership

Funds ownership: 53.47%55.46% (+2%)

1% less funds holding

Funds holding: 1,6331,623 (-10)

6% less capital invested

Capital invested by funds: $28.3B → $26.4B (-$1.81B)

11% less funds holding in top 10

Funds holding in top 10: 240213 (-27)

Holders
1,623
Holders Change
-10
Holders Change %
-0.61%
% of All Funds
19.86%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
2.61%
New
114
Increased
727
Reduced
565
Closed
95
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Capital Wealth Management
Rhode Island
$15.5M +$13.2M +424,983 +394%
AZ
227
Alpha Zero
Florida
$15.4M +$1.12M +35,882 +7%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$15.4M -$146K -4,686 -0.9%
RWA
229
Redhawk Wealth Advisors
Minnesota
$15.3M +$1.51M +48,587 +10%
SAM
230
Smithbridge Asset Management
Pennsylvania
$15.3M -$13M -419,742 -44%
SA
231
Skyline Advisors
Washington
$15.3M -$1.52M -48,922 -9%
QCM
232
Quantinno Capital Management
New York
$15.2M +$4.38M +140,959 +37%
TFG
233
Team Financial Group
California
$15.1M +$1.07M +34,331 +7%
CFMC
234
Curbstone Financial Management Corp
New Hampshire
$14.9M +$186K +5,992 +1%
WP
235
WealthShield Partners
North Carolina
$14.9M -$184K -5,935 -1%
SL
236
Systelligence LLC
Minnesota
$14.9M +$15.9M +509,891 New
KGP
237
Keystone Global Partners
Colorado
$14.8M -$5.88M -189,062 -27%
AWS
238
Aspen Wealth Strategies
Colorado
$14.7M +$481K +15,464 +3%
SFG
239
Sage Financial Group
Pennsylvania
$14.6M -$479K -15,403 -3%
IA
240
IFS Advisors
Kansas
$14.6M +$608K +19,568 +4%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$14.5M +$189K +6,083 +1%
OCM
242
One Capital Management
California
$14.2M +$2.09M +67,332 +16%
MWM
243
MinichMacGregor Wealth Management
New York
$14.1M +$542K +17,440 +4%
CNWM
244
Clay Northam Wealth Management
California
$14.1M +$69.4K +2,232 +0.5%
PMG
245
ProVise Management Group
Florida
$13.9M -$401K -12,909 -3%
AWM
246
Avior Wealth Management
Nebraska
$13.9M +$9.69M +311,810 +188%
BRWM
247
Blue Rock Wealth Management
North Carolina
$13.8M +$203K +6,545 +1%
IA
248
Integrity Alliance
Iowa
$13.8M -$14.5K -467 -0.1%
DADC
249
D.A. Davidson & Co
Montana
$13.6M +$702K +22,586 +5%
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$13.6M +$6.88M +221,361 +91%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,623 of the 8,172 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 6.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SCHG positions and 95 closed out — a net gain of 19 holders — while 727 added to existing stakes and 565 trimmed.

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

  • 1,623 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,633 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
  • 114 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 95 closed out, a net change of +19 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.