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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
IIC
376
Integrated Investment Consultants
Michigan
$7.38M -$94.8K -3,050 -1%
CA
377
Cambridge Advisors
Nebraska
$7.33M -$86K -2,765 -1%
BCM
378
Brookstone Capital Management
Illinois
$7.29M -$440K -14,143 -5%
MS
379
Madden Securities
Texas
$7.28M +$19.5K +628 +0.3%
BCIM
380
Bishop & Co Investment Management
Pennsylvania
$7.26M -$1.56M -50,304 -17%
MAG
381
Mayfair Advisory Group
Alabama
$7.21M -$191K -6,143 -2%
GPFA
382
Game Plan Financial Advisors
Ohio
$7.19M +$3.97M +127,625 +107%
WA
383
WPG Advisers
Maryland
$7.18M +$526K +16,932 +7%
FWM
384
Fingerlakes Wealth Management
New York
$7.16M +$451K +14,524 +6%
CI
385
CX Institutional
Indiana
$7.09M +$1.25M +40,083 +20%
CAG
386
Csenge Advisory Group
Florida
$7.07M +$382K +12,283 +5%
KFAS
387
Keating Financial Advisory Services
Kansas
$7.07M -$1.92M -61,620 -20%
GWM
388
GSB Wealth Management
Connecticut
$7.03M +$186K +5,968 +3%
VFS
389
Valpey Financial Services
New Hampshire
$7.02M -$141K -4,522 -2%
UAG
390
United Advisor Group
Ohio
$6.88M +$4.71M +151,503 +179%
RA
391
RFG Advisory
Alabama
$6.86M -$1.57M -50,388 -18%
WIA
392
Westbourne Investment Advisors
Maryland
$6.85M +$293K +9,430 +4%
DBRC
393
D.B. Root & Company
Pennsylvania
$6.84M -$59.9K -1,926 -0.8%
LWM
394
Latko Wealth Management
Illinois
$6.73M +$1.09M +34,986 +18%
IAS
395
IMA Advisory Services
Colorado
$6.65M +$487K +15,677 +7%
ACA
396
Aptus Capital Advisors
Alabama
$6.64M -$444K -14,276 -6%
IFWM
397
Institute for Wealth Management
Colorado
$6.62M -$83.7K -2,692 -1%
JPLA
398
Joseph P. Lucia & Associates
New York
$6.59M -$114K -3,654 -2%
GG
399
Gleason Group
Kentucky
$6.55M -$2.77K -89 -0%
SWM
400
Selby Wealth Management
California
$6.51M -$413K -13,290 -6%

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.