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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
MAMG
476
Milestone Asset Management Group
Connecticut
$4.52M
Bank of Montreal
477
Bank of Montreal
Ontario, Canada
$4.52M
WCM
478
Winthrop Capital Management
Indiana
$4.5M
LWM
479
LongView Wealth Management
Georgia
$4.5M
ECML
480
Eagle Capital Management (Louisiana)
Louisiana
$4.49M
RFA
481
RTD Financial Advisors
Pennsylvania
$4.46M
AIA
482
Arcadia Investment Advisors
Idaho
$4.44M
HWA
483
HCR Wealth Advisors
California
$4.43M
WA
484
Waterford Advisors
New York
$4.41M
CPG
485
Cornerstone Planning Group
New Jersey
$4.39M
BFS
486
BridgePort Financial Solutions
Iowa
$4.37M
William Blair & Company
487
William Blair & Company
Illinois
$4.37M
GIA
488
Gladstone Institutional Advisory
Florida
$4.36M
Goldman Sachs
489
Goldman Sachs
New York
$4.35M
DE
490
Diversified Enterprises
Delaware
$4.33M
LIM
491
Leavell Investment Management
Alabama
$4.23M
KAS
492
KPP Advisory Services
Kentucky
$4.21M
CCWM
493
Cassaday & Co Wealth Management
Virginia
$4.2M
MAG
494
Members Advisory Group
New York
$4.16M
ADL
495
Asset Dedication LLC
California
$4.16M
BCM
496
Barden Capital Management
Texas
$4.14M
MFP
497
Meramec Financial Planners
Missouri
$4.09M
FA
498
Fagan Associates
New York
$4.05M
MWP
499
Madison Wealth Partners
Wisconsin
$4.05M
GM
500
GeoWealth Management
Illinois
$4.02M