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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
CFM
526
Compass Financial Management
Florida
$4.46M +$4.22M +127,310 New
TWP
527
Tempus Wealth Planning
California
$4.45M +$215K +6,475 +5%
PJSIMP
528
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M +$156K +4,715 +4%
MWP
529
Madison Wealth Partners
Wisconsin
$4.44M -$257K -7,755 -6%
Natixis Advisors
530
Natixis Advisors
Massachusetts
$4.44M +$740K +22,331 +21%
CRC
531
Curi RMB Capital
Illinois
$4.42M +$789K +23,811 +22%
KIM
532
Kane Investment Management
California
$4.39M -$163K -4,907 -4%
UAG
533
United Advisor Group
Ohio
$4.38M -$3.54M -106,793 -45%
DIA
534
Dana Investment Advisors
Wisconsin
$4.34M +$107K +3,243 +3%
MFP
535
Meramec Financial Planners
Missouri
$4.33M +$106K +3,213 +3%
AIM
536
Archer Investment Management
Texas
$4.32M +$866K +26,135 +26%
WC
537
Waterloo Capital
Texas
$4.31M +$2.28M +68,904 +118%
TWP
538
Tyche Wealth Partners
Texas
$4.29M
LFG
539
Larson Financial Group
Missouri
$4.27M +$417K +12,589 +11%
PCMNC
540
Piedmont Capital Management (North Carolina)
North Carolina
$4.24M
VW
541
Veridan Wealth
Oregon
$4.2M +$4.87K +147 +0.1%
FAL
542
Focused Alpha LLC
Colorado
$4.17M +$1.4M +42,204 +52%
GPA
543
Guerra Pan Advisors
New Jersey
$4.16M -$201K -6,056 -5%
GG
544
GenWealth Group
New Jersey
$4.16M -$5K -151 -0.1%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$4.12M
SFWA
546
Summit Financial Wealth Advisors
Louisiana
$4.12M +$373K +11,261 +10%
EWM
547
Empirical Wealth Management
Washington
$4.12M +$451K +13,621 +13%
ACG
548
Allen Capital Group
Nebraska
$4.11M +$674K +20,353 +20%
EFG
549
Elevated Financial Group
Indiana
$4.08M -$553K -16,690 -12%
AIM
550
Athena Investment Management
California
$4.03M -$340K -10,250 -8%

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.