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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
VCWM
276
Vista Cima Wealth Management
Arizona
$11.6M -$2.39M -76,788 -16%
GGI
277
GPM Growth Investors
Michigan
$11.5M +$171K +5,487 +1%
AWM
278
AE Wealth Management
Kansas
$11.5M +$1.34M +42,952 +12%
SW
279
Simplicity Wealth
New Jersey
$11.4M +$1.52M +48,999 +14%
SLP
280
Storen Legacy Partners
Indiana
$11.4M -$17M -547,282 -58%
PA
281
PFG Advisors
Arizona
$11.2M -$185K -5,939 -2%
PWM
282
Peak Wealth Management
New Hampshire
$11.2M -$695K -22,358 -6%
PAG
283
Powers Advisory Group
Illinois
$11.1M +$618K +19,866 +5%
Betterment LLC
284
Betterment LLC
New York
$11.1M +$4.27M +137,416 +57%
HWMC
285
Heritage Wealth Management (California)
California
$11.1M +$785K +25,247 +7%
TWM
286
TriaGen Wealth Management
California
$11M -$87.2K -2,804 -0.7%
MFG
287
Mainsail Financial Group
Washington
$11M +$780K +25,098 +7%
AIM
288
AMI Investment Management
Indiana
$11M +$2.89M +93,030 +33%
RMC
289
Ring Mountain Capital
California
$10.9M -$12.1K -388 -0.1%
ACS
290
Archford Capital Strategies
Illinois
$10.9M -$2.46M -79,271 -18%
CFG
291
Certior Financial Group
Pennsylvania
$10.8M +$770K +24,764 +7%
FWS
292
FinDec Wealth Services
California
$10.8M -$523K -16,818 -4%
RPGK
293
Retirement Planning Group (Kansas)
Kansas
$10.7M +$4.72M +151,904 +71%
HAS
294
HBW Advisory Services
California
$10.6M +$1.57M +50,411 +16%
PWA
295
Portus Wealth Advisors
North Carolina
$10.6M -$990K -31,861 -8%
CCM
296
Coldstream Capital Management
Washington
$10.6M +$1.14M +36,631 +11%
CPA
297
Clear Point Advisors
New York
$10.6M -$18.6K -599 -0.2%
WF
298
Womack Financial
Texas
$10.6M +$110K +3,545 +1%
CA
299
Calton & Associates
Florida
$10.5M -$473K -15,213 -4%
EFG
300
Everhart Financial Group
Ohio
$10.4M -$263K -8,476 -2%

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.