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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
TF
301
Threadgill Financial
Texas
$10.3M
CAC
302
Certified Advisory Corp
Florida
$10.2M
LA
303
LVW Advisors
New York
$10.1M
MWM
304
Maridea Wealth Management
New York
$10.1M
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$10.1M
LHEI
306
Leo H. Evart Inc
California
$10.1M
BCI
307
Brinker Capital Investments
Pennsylvania
$10M
FF
308
Fairway Financial
Florida
$9.99M
BW
309
Bravera Wealth
North Dakota
$9.98M
MBI
310
May Barnhard Investments
Maryland
$9.94M
LAM
311
L2 Asset Management
Massachusetts
$9.75M
ATWA
312
Arbor Trust Wealth Advisors
Michigan
$9.7M
EFG
313
Everest Financial Group
Minnesota
$9.68M
Bank of New York Mellon
314
Bank of New York Mellon
New York
$9.61M
DFA
315
DHJJ Financial Advisors
Illinois
$9.56M
IC
316
IEQ Capital
California
$9.44M
AWM
317
Apollon Wealth Management
South Carolina
$9.4M
AWM
318
Arista Wealth Management
Nevada
$9.37M
TI
319
Truepoint Inc
Ohio
$9.35M
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$9.35M
MA
321
MBA Advisors
Pennsylvania
$9.33M
FI
322
FIDELIS iM
Oregon
$9.32M
AWM
323
Apex Wealth Management
New Hampshire
$9.3M
VFA
324
Valeo Financial Advisors
Indiana
$9.28M
MCA
325
MSH Capital Advisors
Arizona
$9.26M