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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
YIA
251
YHB Investment Advisors
Connecticut
$13.4M
GCP
252
Gill Capital Partners
Colorado
$13.4M
MWA
253
Martel Wealth Advisors
Washington
$13.3M
AIP
254
Almanack Investment Partners
Pennsylvania
$13.1M
KWM
255
Kingsview Wealth Management
Oregon
$13M
IFG
256
Independent Financial Group
California
$13M
PF
257
Prosperitas Financial
California
$12.8M
EF
258
Elite Financial
Idaho
$12.8M
CKAIS
259
Christensen King & Associates Investment Services
Washington
$12.7M
JFG
260
Juno Financial Group
Virginia
$12.7M
CFO
261
CVA Family Office
Colorado
$12.6M
CPIG
262
Chicago Partners Investment Group
Illinois
$12.6M
SF
263
Schaeffer Financial
Maryland
$12.6M
SWP
264
Stratos Wealth Partners
Ohio
$12.5M
AAS
265
Asset Allocation Strategies
Michigan
$12.4M
BAM
266
Berkshire Asset Management
Pennsylvania
$12.4M
SCM
267
SummitPoint Capital Management
Colorado
$12.3M
RWP
268
Revolve Wealth Partners
New Jersey
$12.3M
OWM
269
Opes Wealth Management
California
$12.2M
AWM
270
Accel Wealth Management
Iowa
$12M
LFP
271
Leeward Financial Partners
Washington
$11.7M
PSCM
272
Per Stirling Capital Management
Texas
$11.7M
VCWM
273
Vista Cima Wealth Management
Arizona
$11.6M
GGI
274
GPM Growth Investors
Michigan
$11.5M
AWM
275
AE Wealth Management
Kansas
$11.5M