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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
HA
351
HC Advisors
Georgia
$8.36M +$1.04M +33,315 +13%
CAM
352
Cresset Asset Management
Illinois
$8.26M +$53.2K +1,710 +0.6%
NHT
353
New Hampshire Trust
New Hampshire
$8.22M +$1.63M +52,446 +23%
NFW
354
Noble Family Wealth
Florida
$8.22M -$321K -10,321 -4%
AWA
355
Acorn Wealth Advisors
Michigan
$8.2M +$588K +18,928 +7%
SCFS
356
Stewardship Concepts Financial Services
Washington
$8.14M +$290K +9,341 +3%
PF
357
Prota Financial
Texas
$8.1M -$1.17M -37,647 -12%
KW
358
Keyvantage Wealth
Pennsylvania
$8.09M -$543K -17,470 -6%
CMP
359
Courage Miller Partners
Virginia
$8.03M +$48.7K +1,566 +0.6%
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$8.02M +$7.99K +257 +0.1%
CA
361
CoreCap Advisors
Michigan
$7.9M +$50.9K +1,636 +0.6%
USCWA
362
U.S. Capital Wealth Advisors
Texas
$7.89M +$1.62M +52,014 +24%
TF
363
Tenzing Financial
Virginia
$7.78M +$68K +2,188 +0.9%
EWA
364
Exencial Wealth Advisors
Oklahoma
$7.75M +$398K +12,802 +5%
BBWP
365
Beacon Bridge Wealth Partners
Pennsylvania
$7.74M +$357K +11,486 +5%
AAS
366
Ameritas Advisory Services
Nebraska
$7.74M +$106K +3,412 +1%
RM
367
RCW Management
Florida
$7.73M +$87.9K +2,827 +1%
IAN
368
Integrated Advisors Network
Texas
$7.73M -$3.15M -101,345 -28%
AWA
369
Arkadios Wealth Advisors
Georgia
$7.66M +$2.27M +72,929 +38%
SAFS
370
S&A Financial Services
Kansas
$7.53M +$8.03M +258,391 New
DWM
371
Diversify Wealth Management
Utah
$7.49M +$1.82M +58,396 +34%
GHA
372
GW Henssler & Associates
Georgia
$7.45M +$2.53M +81,294 +47%
CIA
373
Cape Investment Advisory
Georgia
$7.45M -$8.73K -281 -0.1%
WWM
374
Western Wealth Management
Colorado
$7.43M +$6.33M +203,564 +396%
JFG
375
JMG Financial Group
Illinois
$7.42M -$157K -5,061 -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.