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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
FFS
401
Founders Financial Securities
Maryland
$6.44M
OWM
402
Orgel Wealth Management
Wisconsin
$6.43M
SFG
403
Snider Financial Group
Washington
$6.39M
WMA
404
William Mack & Associates
Michigan
$6.34M
NA
405
Nestegg Advisors
New York
$6.33M
CW
406
CreativeOne Wealth
Kansas
$6.3M
NDSI
407
Newman Dignan & Sheerar Inc
Rhode Island
$6.29M
BCWM
408
Bartlett & Co Wealth Management
Ohio
$6.28M
CWRP
409
Cassady Wealth & Retirement Planning
Nevada
$6.25M
MIM
410
Macroview Investment Management
Maryland
$6.18M
SMC
411
Smith, Moore & Co
Missouri
$6.16M
SAM
412
Secure Asset Management
Michigan
$6.16M
SPIA
413
Steward Partners Investment Advisory
New York
$6.1M
DAS
414
Daybright Advisory Services
Florida
$6.05M
JWA
415
JFS Wealth Advisors
Pennsylvania
$6.03M
PFA
416
Pinnacle Family Advisors
Missouri
$6.02M
GVAG
417
Great Valley Advisor Group
Delaware
$5.99M
CFD
418
Creative Financial Designs
Indiana
$5.97M
GFP
419
Guardian Financial Partners
California
$5.9M
BlackRock
420
BlackRock
New York
$5.84M
ACA
421
Anchor Capital Advisors
Massachusetts
$5.83M
MCCA
422
Mill Creek Capital Advisors
Pennsylvania
$5.81M
TFS
423
Thoroughbred Financial Services
Tennessee
$5.79M
MMH
424
Menora Mivtachim Holdings
Israel
$5.74M
CA
425
Clearstead Advisors
Ohio
$5.69M