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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
VAS
526
Vestmark Advisory Solutions
Massachusetts
$3.68M
PCMNC
527
Piedmont Capital Management (North Carolina)
North Carolina
$3.65M
TWP
528
Tempus Wealth Planning
California
$3.64M
DIA
529
Dana Investment Advisors
Wisconsin
$3.64M
VW
530
Veridan Wealth
Oregon
$3.61M
PAS
531
Parsonex Advisory Services
Colorado
$3.6M
GG
532
GenWealth Group
New Jersey
$3.58M
PNC Financial Services Group
533
PNC Financial Services Group
Pennsylvania
$3.58M
SWA
534
Sightline Wealth Advisors
Connecticut
$3.56M
AA
535
Aire Advisors
California
$3.49M
BRWA
536
B. Riley Wealth Advisors
Florida
$3.49M
DF
537
Downshift Financial
Colorado
$3.48M
JGCM
538
Joseph Group Capital Management
Ohio
$3.46M
TYCC
539
Texas Yale Capital Corp
Florida
$3.45M
LIA
540
LifePlan Investment Advisors
North Carolina
$3.44M
FWA
541
Flagship Wealth Advisors
Massachusetts
$3.39M
BFM
542
Broadview Financial Management
Wisconsin
$3.38M
BL
543
BFSG LLC
California
$3.37M
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$3.32M
LFG
545
Larson Financial Group
Missouri
$3.31M
KFP
546
KMG Fiduciary Partners
Ohio
$3.3M
VA
547
VestGen Advisors
Illinois
$3.3M
LW
548
Linscomb Wealth
Texas
$3.26M
SFWA
549
Summit Financial Wealth Advisors
Louisiana
$3.22M
FVWA
550
Foster Victor Wealth Advisors
South Carolina
$3.21M