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Schwab US Large-Cap Growth ETF

1,659 hedge funds and large institutions have $32.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 740 increasing their positions, 546 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $9.73M

88% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 75

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 546

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.9B)

2% more funds holding in top 10

Funds holding in top 10: 213218 (+5)

2% more funds holding

Funds holding: 1,6231,659 (+36)

0.72% less ownership

Funds ownership: 55.46%54.73% (-0.72%)

Holders
1,659
Holders Change
+36
Holders Change %
+2.22%
% of All Funds
20.05%
Holding in Top 10
218
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.35%
% of All Funds
2.63%
New
141
Increased
740
Reduced
546
Closed
75
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
501
Forefront Wealth Partners
Texas
$5.04M +$523K +15,783 +12%
LIM
502
Leavell Investment Management
Alabama
$4.98M +$59.1K +1,785 +1%
SWA
503
Sightline Wealth Advisors
Connecticut
$4.98M +$821K +24,774 +20%
CCWM
504
Cassaday & Co Wealth Management
Virginia
$4.91M +$35.4K +1,067 +0.7%
BRWA
505
B. Riley Wealth Advisors
Florida
$4.91M +$741K +22,370 +18%
DE
506
Diversified Enterprises
Delaware
$4.89M -$144K -4,346 -3%
OAM
507
Oppenheimer Asset Management
New York
$4.88M +$2.52M +76,177 +112%
BCM
508
Barden Capital Management
Texas
$4.87M +$50.9K +1,536 +1%
Two Sigma Investments
509
Two Sigma Investments
New York
$4.84M -$45.1M -1,360,100 -90%
ASG
510
Advisory Solutions Group
Minnesota
$4.84M +$4.74M +143,020 New
MFG
511
Midwest Financial Group
Kansas
$4.82M +$179K +5,414 +4%
SOS
512
Silver Oak Securities
Tennessee
$4.81M -$1.18M -35,542 -20%
MMCM
513
Murphy & Mullick Capital Management
New York
$4.8M +$250K +7,554 +6%
IWM
514
IHT Wealth Management
Illinois
$4.79M -$1.11M -33,539 -19%
William Blair & Company
515
William Blair & Company
Illinois
$4.77M -$305K -9,201 -6%
CPG
516
Cornerstone Planning Group
New Jersey
$4.73M +$222K +6,703 +5%
ACM
517
Advance Capital Management
Michigan
$4.71M -$41.3M -1,246,963 -90%
CTC
518
Central Trust Company
Missouri
$4.68M +$9.84K +297 +0.2%
HWM
519
Heirloom Wealth Management
Colorado
$4.67M +$235K +7,106 +5%
CM
520
Columbus Macro
Pennsylvania
$4.66M +$1.04M +31,378 +29%
BOPW
521
Brandywine Oak Private Wealth
Pennsylvania
$4.66M +$121K +3,660 +3%
FA
522
Fagan Associates
New York
$4.63M -$71K -2,144 -2%
MS
523
Monetary Solutions
Ohio
$4.63M -$40.6K -1,226 -0.9%
AIM
524
Advyzon Investment Management
Illinois
$4.57M +$58.7K +1,771 +1%
RGF
525
Retirement Guys Formula
Ohio
$4.52M +$2.21M +66,599 +100%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,659 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2026, worth a combined $32.3B — up 22% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHG positions and 75 closed out — a net gain of 66 holders — while 740 added to existing stakes and 546 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,659 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2026, up from 1,623 in Q1 2026.
  • Funds reported $32.3B of Schwab US Large-Cap Growth ETF stock for Q2 2026, up 22% quarter-over-quarter.
  • 141 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2026 and 75 closed out, a net change of +66 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2026 was Charles Schwab, an estimated $2.6B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2026 was Mather Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2026.