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Schwab US Large-Cap Growth ETF

1,614 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, 722 increasing their positions, 563 reducing their positions, and 96 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

28% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 563

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

1.87% more ownership

Funds ownership: 53.46%55.34% (+1.9%)

1% less funds holding

Funds holding: 1,6291,614 (-15)

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: 240212 (-28)

Holders
1,614
Holders Change
-15
Holders Change %
-0.92%
% of All Funds
19.86%
Holding in Top 10
212
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-11.67%
% of All Funds
2.61%
New
113
Increased
722
Reduced
563
Closed
96
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
326
MSH Capital Advisors
Arizona
$9.26M +$63.4K +2,039 +0.6%
AF
327
Amara Financial
California
$9.2M +$2.32M +74,652 +31%
E
328
Entelevest
Florida
$9.18M +$1.78M +57,367 +22%
BBA
329
BLB&B Advisors
Pennsylvania
$9.18M -$75.9K -2,441 -0.8%
CSF
330
Capital Squared Financial
Maryland
$9.16M -$11.8K -379 -0.1%
BP
331
Broadleaf Partners
Ohio
$9.15M -$2.99M -96,162 -23%
PL
332
Polianta Ltd
Jersey
$9.13M +$9.74M +313,300 New
FNBSF
333
First National Bank Sioux Falls
South Dakota
$9.12M +$375K +12,072 +4%
DC
334
Davenport & Co
Virginia
$9.1M -$69.6K -2,238 -0.7%
BHFP
335
Blom & Howell Financial Planning
California
$9.1M +$1.61M +51,813 +20%
P
336
&Partners
Tennessee
$8.99M +$352K +11,309 +4%
Corient Private Wealth
337
Corient Private Wealth
Florida
$8.98M -$8.55M -275,128 -47%
SFMG
338
Sage Financial Management Group
Virginia
$8.93M -$42.6K -1,371 -0.4%
SAM
339
Smartleaf Asset Management
Massachusetts
$8.93M +$519K +16,685 +6%
CL
340
CPWA LLC
Oregon
$8.92M +$8.13M +261,433 New
BEI
341
Benjamin Edwards Inc
Missouri
$8.89M +$452K +14,553 +5%
RFM
342
Royal Fund Management
Florida
$8.83M -$249K -8,005 -3%
WF
343
Warner Financial
Maryland
$8.77M +$54.3K +1,746 +0.6%
WMWM
344
Wilkins Miller Wealth Management
Alabama
$8.74M +$96.9K +3,116 +1%
KV
345
Kickstand Ventures
New York
$8.53M +$403K +12,956 +5%
CFA
346
Cahill Financial Advisors
Minnesota
$8.46M -$295K -9,489 -3%
PIP
347
Peachtree Investment Partners
Florida
$8.42M -$5.57M -179,141 -38%
BDWCC
348
B&D White Capital Company
Texas
$8.41M -$18.9M -609,488 -68%
ACA
349
Affinity Capital Advisors
California
$8.41M -$35K -1,126 -0.4%
ISWM
350
Independent Solutions Wealth Management
New York
$8.37M -$227K -7,316 -2%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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 6.6% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHG positions and 96 closed out — a net gain of 17 holders — while 722 added to existing stakes and 563 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,614 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,629 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.6% quarter-over-quarter.
  • 113 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 96 closed out, a net change of +17 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.