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Schwab US Large-Cap Growth ETF

1,614 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, 722 increasing their positions, 563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $7.78M

28% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 563

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

1.87% more ownership

Funds ownership: 53.46%55.34% (+1.9%)

1% less funds holding

Funds holding: 1,6291,614 (-15)

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: 240212 (-28)

Holders
1,614
Holders Change
-15
Holders Change %
-0.92%
% of All Funds
19.86%
Holding in Top 10
212
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-11.67%
% of All Funds
2.61%
New
113
Increased
722
Reduced
563
Closed
96
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
576
Alliance Wealth Management Group
New Jersey
$2.97M -$1.65K -53 -0.1%
TCM
577
Towercrest Capital Management
Pennsylvania
$2.97M -$1.65K -53 -0.1%
AIM
578
Archer Investment Management
Texas
$2.96M -$536K -17,253 -15%
ACG
579
Allen Capital Group
Nebraska
$2.95M +$132K +4,240 +4%
WFS
580
WealthGarden F.S.
California
$2.93M -$384K -12,342 -11%
JDLA
581
J. Derek Lewis & Associates
California
$2.9M +$43.4K +1,397 +1%
NL
582
NWAM LLC
Washington
$2.89M -$67.3K -2,165 -2%
JSL
583
JT Stratford LLC
Georgia
$2.87M +$199K +6,416 +7%
MC
584
Moors & Cabot
Massachusetts
$2.87M -$2.74K -88 -0.1%
CFP
585
Cypress Financial Planning
New Jersey
$2.86M -$48.5K -1,560 -2%
AC
586
Avant Capital
Louisiana
$2.83M -$27K -868 -0.9%
HF
587
HRT Financial
New York
$2.83M +$3.02M +97,107 New
MA
588
Macro Advisors
Pennsylvania
$2.81M +$2.99M +96,304 New
SEIA
589
Signature Estate & Investment Advisors
California
$2.8M +$137K +4,401 +5%
SWM
590
Spire Wealth Management
Virginia
$2.8M +$262K +8,429 +10%
KBFS
591
Kohmann Bosshard Financial Services
Ohio
$2.79M +$54.7K +1,761 +2%
B
592
Bensler
Washington
$2.79M -$347K -11,158 -10%
ACA
593
Alpha Capital Advisors
Maine
$2.76M +$214K +6,894 +8%
SCA
594
Scott Capital Advisors
Oregon
$2.76M +$51.1K +1,644 +2%
PFS
595
Prospera Financial Services
Texas
$2.75M +$387K +12,446 +15%
SPI
596
Santori & Peters Inc
Pennsylvania
$2.74M +$35.6K +1,146 +1%
CCM
597
Condor Capital Management
New Jersey
$2.73M -$309K -9,937 -10%
FPL
598
Fortress Private Ledger
North Carolina
$2.72M +$382K +12,286 +15%
PCWA
599
Pacific Capital Wealth Advisors
California
$2.69M +$2.21K +71 +0.1%
B
600
Birchbrook
Maine
$2.68M +$75.4K +2,424 +3%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2026, worth a combined $26.4B — down 6.6% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHG positions and 96 closed out — a net gain of 17 holders — while 722 added to existing stakes and 563 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,614 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,629 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.6% quarter-over-quarter.
  • 113 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 96 closed out, a net change of +17 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2026 was Oasis Advisors, an estimated $457M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2026 was MML Investors Services, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2026.