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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
BPA
26
Beacon Pointe Advisors
California
$195M +$95.2M +3,061,564 +84%
MGIA
27
Moneta Group Investment Advisors
Missouri
$187M +$21.9M +704,238 +12%
RWM
28
RMG Wealth Management
Wisconsin
$185M +$168M +5,411,459 +228,621%
TWM
29
Thrive Wealth Management
Pennsylvania
$155M +$12.3M +395,364 +8%
FFN
30
Focus Financial Network
Minnesota
$138M -$941K -30,258 -0.6%
CCMG
31
Clark Capital Management Group
Pennsylvania
$134M +$1.73M +55,561 +1%
MAM
32
Marquette Asset Management
Minnesota
$124M +$700K +22,527 +0.5%
KF
33
Krilogy Financial
Missouri
$120M +$8.39M +269,835 +8%
GRR
34
Golden Reserve Retirement
Ohio
$118M -$1.43M -46,059 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$108M -$5.05M -162,504 -4%
HWA
36
HHM Wealth Advisors
Tennessee
$105M +$3.49M +112,307 +3%
WA
37
Waverly Advisors
Alabama
$102M +$30.9M +992,474 +39%
PAS
38
Park Avenue Securities
New York
$99.4M -$7.25M -233,241 -6%
Creative Planning
39
Creative Planning
Kansas
$95.8M -$28.8M -927,245 -22%
UBS Group
40
UBS Group
Switzerland
$95.4M +$15.1M +486,861 +17%
Cerity Partners
41
Cerity Partners
New York
$93.6M +$4.05M +130,206 +4%
Truist Financial
42
Truist Financial
North Carolina
$92.6M -$1.81M -58,147 -2%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$90.8M +$648K +20,849 +0.7%
Lido Advisors
44
Lido Advisors
California
$90.7M -$1.86M -59,779 -2%
GAM
45
Gemmer Asset Management
California
$89.5M +$11.5M +370,659 +14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$88.4M -$2.33M -75,061 -2%
AssetMark Inc
47
AssetMark Inc
California
$84.7M +$233K +7,504 +0.3%
UCFA
48
United Capital Financial Advisors
Texas
$84.7M +$1.84M +59,169 +2%
LFS
49
Legacy Financial Strategies
Kansas
$84.5M +$1.44M +46,364 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$84.4M -$10.4M -336,062 -10%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.