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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
CA
401
Claro Advisors
Massachusetts
$6.44M +$5.88K +189 +0.1%
FFS
402
Founders Financial Securities
Maryland
$6.44M +$933 +30 +0%
OWM
403
Orgel Wealth Management
Wisconsin
$6.43M +$458K +14,719 +7%
SFG
404
Snider Financial Group
Washington
$6.39M -$774K -24,890 -10%
WMA
405
William Mack & Associates
Michigan
$6.34M -$5.43M -174,812 -45%
NA
406
Nestegg Advisors
New York
$6.33M -$64.7K -2,081 -0.9%
CW
407
CreativeOne Wealth
Kansas
$6.3M -$295K -9,500 -4%
NDSI
408
Newman Dignan & Sheerar Inc
Rhode Island
$6.29M -$208K -6,707 -3%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$6.28M -$38.8K -1,247 -0.7%
CWRP
410
Cassady Wealth & Retirement Planning
Nevada
$6.25M +$169K +5,438 +3%
MIM
411
Macroview Investment Management
Maryland
$6.18M +$64.3K +2,068 +1%
SMC
412
Smith, Moore & Co
Missouri
$6.16M -$602K -19,363 -8%
SAM
413
Secure Asset Management
Michigan
$6.16M +$1.01M +32,344 +18%
SPIA
414
Steward Partners Investment Advisory
New York
$6.1M -$18.7K -600 -0.3%
DAS
415
Daybright Advisory Services
Florida
$6.05M +$32.8K +1,055 +0.5%
JWA
416
JFS Wealth Advisors
Pennsylvania
$6.03M -$82.7K -2,660 -1%
PFA
417
Pinnacle Family Advisors
Missouri
$6.02M -$261K -8,381 -4%
GVAG
418
Great Valley Advisor Group
Delaware
$5.99M +$1.14M +36,821 +22%
CFD
419
Creative Financial Designs
Indiana
$5.97M -$120K -3,858 -2%
GFP
420
Guardian Financial Partners
California
$5.9M +$289K +9,296 +5%
BlackRock
421
BlackRock
New York
$5.84M -$49.2K -1,583 -0.8%
ACA
422
Anchor Capital Advisors
Massachusetts
$5.83M +$6.22M +200,012 New
MCCA
423
Mill Creek Capital Advisors
Pennsylvania
$5.81M +$2.02K +65 +0%
TFS
424
Thoroughbred Financial Services
Tennessee
$5.79M +$422K +13,562 +7%
MMH
425
Menora Mivtachim Holdings
Israel
$5.74M

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,127 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.