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Schwab US Large-Cap Growth ETF

1,611 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, 719 increasing their positions, 563 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: 1,6281,611 (-17)

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: 239211 (-28)

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
MWP
501
Madison Wealth Partners
Wisconsin
$4.05M
GM
502
GeoWealth Management
Illinois
$4.02M
CTC
503
Central Trust Company
Missouri
$4.02M
MS
504
Monetary Solutions
Ohio
$4.02M
SB
505
Strategic Blueprint
Georgia
$4M
EFG
506
Elevated Financial Group
Indiana
$4M
EFG
507
Embree Financial Group
Illinois
$4M
MFG
508
Midwest Financial Group
Kansas
$3.99M
AA
509
Advisory Alpha
Michigan
$3.94M
CWMS
510
CFG Wealth Management Services
Indiana
$3.92M
ECA
511
Elevation Capital Advisory
Oregon
$3.91M
MMCM
512
Murphy & Mullick Capital Management
New York
$3.91M
BOPW
513
Brandywine Oak Private Wealth
Pennsylvania
$3.9M
KIM
514
Kane Investment Management
California
$3.89M
AIM
515
Advyzon Investment Management
Illinois
$3.88M
FWP
516
Forefront Wealth Partners
Texas
$3.88M
Pathstone Holdings
517
Pathstone Holdings
New Jersey
$3.87M
MAM
518
Milestone Asset Management
Pennsylvania
$3.85M
SPW
519
Stillwater Private Wealth
Pennsylvania
$3.83M
AC
520
Apella Capital
Connecticut
$3.82M
HWM
521
Heirloom Wealth Management
Colorado
$3.81M
AIM
522
Athena Investment Management
California
$3.77M
GPA
523
Guerra Pan Advisors
New Jersey
$3.76M
PCA
524
Pallas Capital Advisors
Massachusetts
$3.71M
WANY
525
Wealthspire Advisors (New York)
New York
$3.69M