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Schwab US Large-Cap Growth ETF

1,585 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 110 funds opening new positions, 709 increasing their positions, 553 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:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
BPA
26
Beacon Pointe Advisors
California
$195M
MGIA
27
Moneta Group Investment Advisors
Missouri
$187M
RWM
28
RMG Wealth Management
Wisconsin
$185M
TWM
29
Thrive Wealth Management
Pennsylvania
$155M
FFN
30
Focus Financial Network
Minnesota
$138M
CCMG
31
Clark Capital Management Group
Pennsylvania
$134M
MAM
32
Marquette Asset Management
Minnesota
$124M
KF
33
Krilogy Financial
Missouri
$120M
GRR
34
Golden Reserve Retirement
Ohio
$118M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$108M
HWA
36
HHM Wealth Advisors
Tennessee
$105M
WA
37
Waverly Advisors
Alabama
$102M
PAS
38
Park Avenue Securities
New York
$99.4M
Creative Planning
39
Creative Planning
Kansas
$95.8M
UBS Group
40
UBS Group
Switzerland
$95.4M
Cerity Partners
41
Cerity Partners
New York
$93.6M
Truist Financial
42
Truist Financial
North Carolina
$92.6M
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$90.8M
Lido Advisors
44
Lido Advisors
California
$90.7M
GAM
45
Gemmer Asset Management
California
$89.5M
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$88.4M
AssetMark Inc
47
AssetMark Inc
California
$84.7M
UCFA
48
United Capital Financial Advisors
Texas
$84.7M
LFS
49
Legacy Financial Strategies
Kansas
$84.5M
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$84.4M