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Schwab US Large-Cap Growth ETF

1,659 hedge funds and large institutions have $32.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 740 increasing their positions, 546 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $9.73M

88% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 75

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 546

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.9B)

2% more funds holding in top 10

Funds holding in top 10: 213218 (+5)

2% more funds holding

Funds holding: 1,6231,659 (+36)

0.72% less ownership

Funds ownership: 55.46%54.73% (-0.72%)

Holders
1,659
Holders Change
+36
Holders Change %
+2.22%
% of All Funds
20.05%
Holding in Top 10
218
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.35%
% of All Funds
2.63%
New
141
Increased
740
Reduced
546
Closed
75
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SeaCrest Wealth Management
New York
$6.69M -$11.3M -339,498 -63%
MMH
427
Menora Mivtachim Holdings
Israel
$6.66M
KMWM
428
Keudell/Morrison Wealth Management
Oregon
$6.66M +$167K +5,041 +3%
GM
429
GeoWealth Management
Illinois
$6.6M +$1.89M +56,978 +41%
JFGLC
430
Johnson Financial Group LLC (Colorado)
Colorado
$6.57M +$82.7K +2,497 +1%
CCM
431
Cambridge Capital Management
Illinois
$6.48M +$18.1K +545 +0.3%
BCWM
432
Bartlett & Co Wealth Management
Ohio
$6.42M +$99 +3 +0%
CWRP
433
Cassady Wealth & Retirement Planning
Nevada
$6.36M -$59.6K -1,799 -0.9%
SWM
434
Silverlake Wealth Management
Vermont
$6.35M -$98.3K -2,967 -2%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$6.34M +$818K +24,678 +15%
Baird Financial Group
436
Baird Financial Group
Wisconsin
$6.32M +$99.9K +3,016 +2%
PCA
437
Pallas Capital Advisors
Massachusetts
$6.3M +$1.95M +58,884 +46%
OFS
438
OneAscent Financial Services
Alabama
$6.3M +$236K +7,121 +4%
CWM
439
Chesapeake Wealth Management
Virginia
$6.28M +$37.4K +1,129 +0.6%
CF
440
Centaurus Financial
California
$6.24M +$90.3K +2,724 +2%
LWMI
441
Legacy Wealth Management (Idaho)
Idaho
$6.23M +$6.1M +184,085 New
MAS
442
Madden Advisory Services
Florida
$6.2M -$44.9K -1,354 -0.7%
FA
443
Fermata Advisors
California
$6.19M +$462K +13,941 +8%
CCA
444
Cypress Capital Advisors
Tennessee
$6.15M +$122K +3,695 +2%
SAMC
445
Spectrum Asset Management (California)
California
$6.13M +$222K +6,697 +4%
PGWA
446
Plus Group Wealth Advisors
Wisconsin
$6.08M +$50.8K +1,533 +0.9%
GWM
447
Geneos Wealth Management
Colorado
$6.08M +$351K +10,581 +6%
PFPG
448
Pinnacle Financial Partners (Georgia)
Georgia
$6.07M -$211K -6,358 -3%
FTS
449
Fifth Third Securities
Ohio
$6.06M -$122K -3,668 -2%
CFGA
450
Cambridge Financial Group (Arizona)
Arizona
$6.05M -$532K -16,064 -8%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,659 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2026, worth a combined $32.3B — up 22% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHG positions and 75 closed out — a net gain of 66 holders — while 740 added to existing stakes and 546 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,659 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2026, up from 1,623 in Q1 2026.
  • Funds reported $32.3B of Schwab US Large-Cap Growth ETF stock for Q2 2026, up 22% quarter-over-quarter.
  • 141 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2026 and 75 closed out, a net change of +66 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2026 was Charles Schwab, an estimated $2.6B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2026 was Mather Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2026.