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Schwab US Large-Cap Growth ETF

1,603 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 112 funds opening new positions, 715 increasing their positions, 561 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:

1% less funds holding

Funds holding: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
DC
251
Dahring Cusmano
Michigan
$13.4M
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$13.4M
YIA
253
YHB Investment Advisors
Connecticut
$13.4M
GCP
254
Gill Capital Partners
Colorado
$13.4M
MWA
255
Martel Wealth Advisors
Washington
$13.3M
AIP
256
Almanack Investment Partners
Pennsylvania
$13.1M
KWM
257
Kingsview Wealth Management
Oregon
$13M
IFG
258
Independent Financial Group
California
$13M
PF
259
Prosperitas Financial
California
$12.8M
EF
260
Elite Financial
Idaho
$12.8M
CKAIS
261
Christensen King & Associates Investment Services
Washington
$12.7M
JFG
262
Juno Financial Group
Virginia
$12.7M
CFO
263
CVA Family Office
Colorado
$12.6M
CPIG
264
Chicago Partners Investment Group
Illinois
$12.6M
SF
265
Schaeffer Financial
Maryland
$12.6M
SWP
266
Stratos Wealth Partners
Ohio
$12.5M
AAS
267
Asset Allocation Strategies
Michigan
$12.4M
BAM
268
Berkshire Asset Management
Pennsylvania
$12.4M
SCM
269
SummitPoint Capital Management
Colorado
$12.3M
RWP
270
Revolve Wealth Partners
New Jersey
$12.3M
OWM
271
Opes Wealth Management
California
$12.2M
AWM
272
Accel Wealth Management
Iowa
$12M
LFP
273
Leeward Financial Partners
Washington
$11.7M
PSCM
274
Per Stirling Capital Management
Texas
$11.7M
VCWM
275
Vista Cima Wealth Management
Arizona
$11.6M