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Schwab US Large-Cap Growth ETF

1,603 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 715 increasing their positions, 561 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: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
MS
376
Madden Securities
Texas
$7.28M
BCIM
377
Bishop & Co Investment Management
Pennsylvania
$7.26M
MAG
378
Mayfair Advisory Group
Alabama
$7.21M
GPFA
379
Game Plan Financial Advisors
Ohio
$7.19M
WA
380
WPG Advisers
Maryland
$7.18M
FWM
381
Fingerlakes Wealth Management
New York
$7.16M
CI
382
CX Institutional
Indiana
$7.09M
CAG
383
Csenge Advisory Group
Florida
$7.07M
KFAS
384
Keating Financial Advisory Services
Kansas
$7.07M
GWM
385
GSB Wealth Management
Connecticut
$7.03M
VFS
386
Valpey Financial Services
New Hampshire
$7.02M
UAG
387
United Advisor Group
Ohio
$6.88M
RA
388
RFG Advisory
Alabama
$6.86M
WIA
389
Westbourne Investment Advisors
Maryland
$6.85M
DBRC
390
D.B. Root & Company
Pennsylvania
$6.84M
LWM
391
Latko Wealth Management
Illinois
$6.73M
IAS
392
IMA Advisory Services
Colorado
$6.65M
ACA
393
Aptus Capital Advisors
Alabama
$6.64M
IFWM
394
Institute for Wealth Management
Colorado
$6.62M
JPLA
395
Joseph P. Lucia & Associates
New York
$6.59M
GG
396
Gleason Group
Kentucky
$6.55M
SWM
397
Selby Wealth Management
California
$6.51M
CA
398
Claro Advisors
Massachusetts
$6.44M
FFS
399
Founders Financial Securities
Maryland
$6.44M
OWM
400
Orgel Wealth Management
Wisconsin
$6.43M