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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
IWM
451
IHT Wealth Management
Illinois
$5.1M -$1.88M -60,343 -26%
SAMC
452
Spectrum Asset Management (California)
California
$5.08M -$1.22M -39,284 -18%
DWM
453
Dakota Wealth Management
Florida
$5.07M +$60.8K +1,957 +1%
DAS
454
Dynamic Advisor Solutions
Arizona
$5.07M +$32.7K +1,053 +0.6%
TF
455
Trek Financial
Arizona
$5.07M +$99.5K +3,201 +2%
MW
456
Marble Wealth
Alabama
$5.05M +$155 +5 +0%
BMCM
457
Burns Matteson Capital Management
New York
$5.03M +$989K +31,814 +23%
Janney Montgomery Scott
458
Janney Montgomery Scott
Pennsylvania
$5M +$1.36M +43,748 +34%
MCC
459
Money Concepts Capital
Florida
$5M +$1.36M +43,738 +34%
Wealthfront Advisers
460
Wealthfront Advisers
California
$4.98M +$397K +12,760 +8%
LIWM
461
Long Island Wealth Management
New York
$4.97M -$263K -8,450 -5%
HAP
462
Harbor Asset Planning
Massachusetts
$4.97M +$236K +7,584 +5%
KPWS
463
Kestra Private Wealth Services
Texas
$4.96M +$214K +6,891 +4%
HCM
464
Hengehold Capital Management
Ohio
$4.93M -$147K -4,729 -3%
GWM
465
Geneos Wealth Management
Colorado
$4.92M +$1.07M +34,561 +26%
FA
466
Fermata Advisors
California
$4.92M -$398K -12,792 -7%
PPWM
467
Perissos Private Wealth Management
Oklahoma
$4.88M -$102K -3,296 -2%
AAP
468
Arax Advisory Partners
Colorado
$4.88M +$652K +20,976 +14%
Northern Trust
469
Northern Trust
Illinois
$4.85M -$349K -11,221 -6%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$4.74M +$386K +12,432 +8%
NJIM
471
Nabity-Jensen Investment Management
Nebraska
$4.7M +$40.1K +1,290 +0.8%
BWM
472
Brown Wealth Management
Illinois
$4.69M +$154K +4,951 +3%
WB
473
WesBanco Bank
West Virginia
$4.69M +$247K +7,940 +5%
RBWA
474
RFG - Bristol Wealth Advisors
Massachusetts
$4.68M +$866K +27,852 +21%
BIA
475
Bigelow Investment Advisors
Maine
$4.61M -$78.6K -2,530 -2%

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.