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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
DC
251
Dahring Cusmano
Michigan
$13.4M -$2.28M -73,504 -14%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$13.4M +$2.94M +94,714 +26%
YIA
253
YHB Investment Advisors
Connecticut
$13.4M -$1.5M -48,168 -9%
GCP
254
Gill Capital Partners
Colorado
$13.4M -$14.4K -463 -0.1%
MWA
255
Martel Wealth Advisors
Washington
$13.3M -$259K -8,327 -2%
AIP
256
Almanack Investment Partners
Pennsylvania
$13.1M +$2.8M +90,230 +25%
KWM
257
Kingsview Wealth Management
Oregon
$13M -$699K -22,492 -5%
IFG
258
Independent Financial Group
California
$13M +$845K +27,189 +6%
PF
259
Prosperitas Financial
California
$12.8M +$224K +7,219 +2%
EF
260
Elite Financial
Idaho
$12.8M -$139K -4,486 -1%
CKAIS
261
Christensen King & Associates Investment Services
Washington
$12.7M -$33.4K -1,074 -0.2%
JFG
262
Juno Financial Group
Virginia
$12.7M +$752K +24,196 +6%
CFO
263
CVA Family Office
Colorado
$12.6M +$948K +30,481 +8%
CPIG
264
Chicago Partners Investment Group
Illinois
$12.6M +$764K +24,586 +7%
SF
265
Schaeffer Financial
Maryland
$12.6M +$147K +4,733 +1%
SWP
266
Stratos Wealth Partners
Ohio
$12.5M +$745K +23,969 +6%
AAS
267
Asset Allocation Strategies
Michigan
$12.4M +$512K +16,465 +4%
BAM
268
Berkshire Asset Management
Pennsylvania
$12.4M +$351K +11,295 +3%
SCM
269
SummitPoint Capital Management
Colorado
$12.3M +$11.7M +377,469 New
RWP
270
Revolve Wealth Partners
New Jersey
$12.3M -$911K -29,320 -6%
OWM
271
Opes Wealth Management
California
$12.2M +$502K +16,151 +4%
AWM
272
Accel Wealth Management
Iowa
$12M +$116K +3,729 +0.9%
LFP
273
Leeward Financial Partners
Washington
$11.7M +$18.2K +587 +0.1%
PSCM
274
Per Stirling Capital Management
Texas
$11.7M +$320K +10,289 +3%
VCWM
275
Vista Cima Wealth Management
Arizona
$11.6M -$2.39M -76,788 -16%

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.