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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
NLWP
251
Next Level Wealth Planning
Idaho
$13.5M +$340K +10,935 +2%
DC
252
Dahring Cusmano
Michigan
$13.4M -$2.28M -73,504 -14%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$13.4M +$2.94M +94,714 +26%
YIA
254
YHB Investment Advisors
Connecticut
$13.4M -$1.5M -48,168 -9%
GCP
255
Gill Capital Partners
Colorado
$13.4M -$14.4K -463 -0.1%
MWA
256
Martel Wealth Advisors
Washington
$13.3M -$259K -8,327 -2%
AIP
257
Almanack Investment Partners
Pennsylvania
$13.1M +$2.8M +90,230 +25%
KWM
258
Kingsview Wealth Management
Oregon
$13M -$699K -22,492 -5%
IFG
259
Independent Financial Group
California
$13M +$845K +27,189 +6%
PF
260
Prosperitas Financial
California
$12.8M +$224K +7,219 +2%
EF
261
Elite Financial
Idaho
$12.8M -$139K -4,486 -1%
CKAIS
262
Christensen King & Associates Investment Services
Washington
$12.7M -$33.4K -1,074 -0.2%
JFG
263
Juno Financial Group
Virginia
$12.7M +$752K +24,196 +6%
CFO
264
CVA Family Office
Colorado
$12.6M +$948K +30,481 +8%
CPIG
265
Chicago Partners Investment Group
Illinois
$12.6M +$764K +24,586 +7%
SF
266
Schaeffer Financial
Maryland
$12.6M +$147K +4,733 +1%
SWP
267
Stratos Wealth Partners
Ohio
$12.5M +$745K +23,969 +6%
AAS
268
Asset Allocation Strategies
Michigan
$12.4M +$512K +16,465 +4%
BAM
269
Berkshire Asset Management
Pennsylvania
$12.4M +$351K +11,295 +3%
SCM
270
SummitPoint Capital Management
Colorado
$12.3M +$11.7M +377,469 New
RWP
271
Revolve Wealth Partners
New Jersey
$12.3M -$911K -29,320 -6%
OWM
272
Opes Wealth Management
California
$12.2M +$502K +16,151 +4%
AWM
273
Accel Wealth Management
Iowa
$12M +$116K +3,729 +0.9%
LFP
274
Leeward Financial Partners
Washington
$11.7M +$18.2K +587 +0.1%
PSCM
275
Per Stirling Capital Management
Texas
$11.7M +$320K +10,289 +3%

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.