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Schwab US Large-Cap Growth ETF

1,611 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 113 funds opening new positions, 719 increasing their positions, 563 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: 1,6281,611 (-17)

7% less capital invested

Capital invested by funds: $28.2B → $26.4B (-$1.87B)

12% less funds holding in top 10

Funds holding in top 10: 239211 (-28)

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
FWP
301
FAS Wealth Partners
Kansas
$10.4M
TF
302
Threadgill Financial
Texas
$10.3M
CAC
303
Certified Advisory Corp
Florida
$10.2M
LA
304
LVW Advisors
New York
$10.1M
MWM
305
Maridea Wealth Management
New York
$10.1M
MMHP
306
Murphy Middleton Hinkle & Parker
Georgia
$10.1M
LHEI
307
Leo H. Evart Inc
California
$10.1M
BCI
308
Brinker Capital Investments
Pennsylvania
$10M
FF
309
Fairway Financial
Florida
$9.99M
BW
310
Bravera Wealth
North Dakota
$9.98M
MBI
311
May Barnhard Investments
Maryland
$9.94M
LAM
312
L2 Asset Management
Massachusetts
$9.75M
ATWA
313
Arbor Trust Wealth Advisors
Michigan
$9.7M
EFG
314
Everest Financial Group
Minnesota
$9.68M
Bank of New York Mellon
315
Bank of New York Mellon
New York
$9.61M
DFA
316
DHJJ Financial Advisors
Illinois
$9.56M
IC
317
IEQ Capital
California
$9.44M
AWM
318
Apollon Wealth Management
South Carolina
$9.4M
AWM
319
Arista Wealth Management
Nevada
$9.37M
TI
320
Truepoint Inc
Ohio
$9.35M
NEWAS
321
N.E.W. Advisory Services
Wisconsin
$9.35M
MA
322
MBA Advisors
Pennsylvania
$9.33M
FI
323
FIDELIS iM
Oregon
$9.32M
AWM
324
Apex Wealth Management
New Hampshire
$9.3M
VFA
325
Valeo Financial Advisors
Indiana
$9.28M