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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
SW
276
Simplicity Wealth
New Jersey
$11.4M
SLP
277
Storen Legacy Partners
Indiana
$11.4M
PA
278
PFG Advisors
Arizona
$11.2M
PWM
279
Peak Wealth Management
New Hampshire
$11.2M
PAG
280
Powers Advisory Group
Illinois
$11.1M
Betterment LLC
281
Betterment LLC
New York
$11.1M
HWMC
282
Heritage Wealth Management (California)
California
$11.1M
TWM
283
TriaGen Wealth Management
California
$11M
MFG
284
Mainsail Financial Group
Washington
$11M
AIM
285
AMI Investment Management
Indiana
$11M
RMC
286
Ring Mountain Capital
California
$10.9M
ACS
287
Archford Capital Strategies
Illinois
$10.9M
CFG
288
Certior Financial Group
Pennsylvania
$10.8M
FWS
289
FinDec Wealth Services
California
$10.8M
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$10.7M
HAS
291
HBW Advisory Services
California
$10.6M
PWA
292
Portus Wealth Advisors
North Carolina
$10.6M
CCM
293
Coldstream Capital Management
Washington
$10.6M
CPA
294
Clear Point Advisors
New York
$10.6M
WF
295
Womack Financial
Texas
$10.6M
CA
296
Calton & Associates
Florida
$10.5M
EFG
297
Everhart Financial Group
Ohio
$10.4M
RW
298
Regimen Wealth
Georgia
$10.4M
TF
299
Threadgill Financial
Texas
$10.3M
CAC
300
Certified Advisory Corp
Florida
$10.2M