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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
RW
301
Regimen Wealth
Georgia
$10.4M -$1.41M -45,458 -11%
FWP
302
FAS Wealth Partners
Kansas
$10.4M -$568K -18,260 -5%
TF
303
Threadgill Financial
Texas
$10.3M +$10.8M +347,022 +5,418%
CAC
304
Certified Advisory Corp
Florida
$10.2M +$618K +19,881 +6%
LA
305
LVW Advisors
New York
$10.1M -$11.4M -365,696 -51%
MWM
306
Maridea Wealth Management
New York
$10.1M +$311K +9,993 +3%
MMHP
307
Murphy Middleton Hinkle & Parker
Georgia
$10.1M +$10.5M +338,895 +4,318%
LHEI
308
Leo H. Evart Inc
California
$10.1M +$10.7M +345,616 New
BCI
309
Brinker Capital Investments
Pennsylvania
$10M -$15.8M -507,699 -60%
FF
310
Fairway Financial
Florida
$9.99M +$43.3K +1,393 +0.4%
BW
311
Bravera Wealth
North Dakota
$9.98M +$1.5M +48,247 +16%
MBI
312
May Barnhard Investments
Maryland
$9.94M -$627K -20,162 -6%
LAM
313
L2 Asset Management
Massachusetts
$9.75M -$127K -4,072 -1%
ATWA
314
Arbor Trust Wealth Advisors
Michigan
$9.7M -$47.5K -1,528 -0.5%
EFG
315
Everest Financial Group
Minnesota
$9.68M +$2.57M +82,622 +33%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$9.61M -$4.54M -145,935 -31%
DFA
317
DHJJ Financial Advisors
Illinois
$9.56M -$112K -3,591 -1%
IC
318
IEQ Capital
California
$9.44M +$10.6K +342 +0.1%
AWM
319
Apollon Wealth Management
South Carolina
$9.4M -$424K -13,642 -4%
AWM
320
Arista Wealth Management
Nevada
$9.37M +$8.43M +271,038 +537%
TI
321
Truepoint Inc
Ohio
$9.35M +$2.8M +90,008 +39%
NEWAS
322
N.E.W. Advisory Services
Wisconsin
$9.35M -$9.76M -314,011 -49%
MA
323
MBA Advisors
Pennsylvania
$9.33M -$142K -4,580 -1%
FI
324
FIDELIS iM
Oregon
$9.32M +$1.99M +64,011 +25%
AWM
325
Apex Wealth Management
New Hampshire
$9.3M +$4.3M +138,283 +76%

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.