SCHG icon

Schwab US Large-Cap Growth ETF

1,603 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 715 increasing their positions, 561 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: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
DAS
451
Dynamic Advisor Solutions
Arizona
$5.07M
TF
452
Trek Financial
Arizona
$5.07M
MW
453
Marble Wealth
Alabama
$5.05M
BMCM
454
Burns Matteson Capital Management
New York
$5.03M
Janney Montgomery Scott
455
Janney Montgomery Scott
Pennsylvania
$5M
MCC
456
Money Concepts Capital
Florida
$5M
Wealthfront Advisers
457
Wealthfront Advisers
California
$4.98M
LIWM
458
Long Island Wealth Management
New York
$4.97M
HAP
459
Harbor Asset Planning
Massachusetts
$4.97M
KPWS
460
Kestra Private Wealth Services
Texas
$4.96M
HCM
461
Hengehold Capital Management
Ohio
$4.93M
GWM
462
Geneos Wealth Management
Colorado
$4.92M
FA
463
Fermata Advisors
California
$4.92M
PPWM
464
Perissos Private Wealth Management
Oklahoma
$4.88M
AAP
465
Arax Advisory Partners
Colorado
$4.88M
Northern Trust
466
Northern Trust
Illinois
$4.85M
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$4.74M
NJIM
468
Nabity-Jensen Investment Management
Nebraska
$4.7M
BWM
469
Brown Wealth Management
Illinois
$4.69M
WB
470
WesBanco Bank
West Virginia
$4.69M
RBWA
471
RFG - Bristol Wealth Advisors
Massachusetts
$4.68M
BIA
472
Bigelow Investment Advisors
Maine
$4.61M
BAMG
473
Brand Asset Management Group
Missouri
$4.59M
CFG
474
Cooper Financial Group
California
$4.57M
BWM
475
Boyd Wealth Management
California
$4.53M