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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
MCA
326
MSH Capital Advisors
Arizona
$9.26M
AF
327
Amara Financial
California
$9.2M
E
328
Entelevest
Florida
$9.18M
BBA
329
BLB&B Advisors
Pennsylvania
$9.18M
CSF
330
Capital Squared Financial
Maryland
$9.16M
BP
331
Broadleaf Partners
Ohio
$9.15M
PL
332
Polianta Ltd
Jersey
$9.13M
FNBSF
333
First National Bank Sioux Falls
South Dakota
$9.12M
DC
334
Davenport & Co
Virginia
$9.1M
P
335
&Partners
Tennessee
$8.99M
Corient Private Wealth
336
Corient Private Wealth
Florida
$8.98M
SFMG
337
Sage Financial Management Group
Virginia
$8.93M
SAM
338
Smartleaf Asset Management
Massachusetts
$8.93M
CL
339
CPWA LLC
Oregon
$8.92M
BEI
340
Benjamin Edwards Inc
Missouri
$8.89M
RFM
341
Royal Fund Management
Florida
$8.83M
WF
342
Warner Financial
Maryland
$8.77M
WMWM
343
Wilkins Miller Wealth Management
Alabama
$8.74M
KV
344
Kickstand Ventures
New York
$8.53M
CFA
345
Cahill Financial Advisors
Minnesota
$8.46M
PIP
346
Peachtree Investment Partners
Florida
$8.42M
BDWCC
347
B&D White Capital Company
Texas
$8.41M
ACA
348
Affinity Capital Advisors
California
$8.41M
ISWM
349
Independent Solutions Wealth Management
New York
$8.37M
HA
350
HC Advisors
Georgia
$8.36M