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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
CTC
501
Central Trust Company
Missouri
$4.02M
MS
502
Monetary Solutions
Ohio
$4.02M
SB
503
Strategic Blueprint
Georgia
$4M
EFG
504
Elevated Financial Group
Indiana
$4M
EFG
505
Embree Financial Group
Illinois
$4M
MFG
506
Midwest Financial Group
Kansas
$3.99M
AA
507
Advisory Alpha
Michigan
$3.94M
CWMS
508
CFG Wealth Management Services
Indiana
$3.92M
ECA
509
Elevation Capital Advisory
Oregon
$3.91M
MMCM
510
Murphy & Mullick Capital Management
New York
$3.91M
BOPW
511
Brandywine Oak Private Wealth
Pennsylvania
$3.9M
KIM
512
Kane Investment Management
California
$3.89M
AIM
513
Advyzon Investment Management
Illinois
$3.88M
FWP
514
Forefront Wealth Partners
Texas
$3.88M
Pathstone Holdings
515
Pathstone Holdings
New Jersey
$3.87M
MAM
516
Milestone Asset Management
Pennsylvania
$3.85M
SPWL
517
Stillwater Private Wealth, LLC
Pennsylvania
$3.83M
AC
518
Apella Capital
Connecticut
$3.82M
HWM
519
Heirloom Wealth Management
Colorado
$3.81M
AIM
520
Athena Investment Management
California
$3.77M
GPA
521
Guerra Pan Advisors
New Jersey
$3.76M
PCA
522
Pallas Capital Advisors
Massachusetts
$3.71M
WANY
523
Wealthspire Advisors (New York)
New York
$3.69M
TWP
524
Tyche Wealth Partners
Texas
$3.69M
PJSIMP
525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.69M