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Schwab US Large-Cap Growth ETF
SCHG

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: 1,629 → 1,614 (-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: 240 → 212 (-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

Top Buyers

Rank Fund Capital Flow
1
OA
Oasis Advisors
Iowa
+$457M
2
Charles Schwab
Charles Schwab
California
+$179M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$172M
4
RWM
RMG Wealth Management
Wisconsin
+$168M
5
SEI Investments
SEI Investments
Pennsylvania
+$104M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$82.6M
2
FMP
Financial Management Professionals
Texas
-$56.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$39.2M
4
Ameriprise
Ameriprise
Minnesota
-$36.7M
5
Creative Planning
Creative Planning
Kansas
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
601
Barnes Wealth Management Group
California
$2.58M +$155K +5,002 +6%
JIR
602
James Investment Research
Ohio
$2.57M +$395K +12,712 +17%
SMA
603
Sage Mountain Advisors
Georgia
$2.51M +$155 +5 +0%
BIS
604
BG Investment Services
Guam
$2.5M +$407K +13,101 +18%
ST
605
Smithfield Trust
Pennsylvania
$2.49M +$125K +4,018 +5%
WRPWM
606
Werba Rubin Papier Wealth Management
California
$2.49M +$126K +4,049 +5%
AIM
607
Avity Investment Management
Connecticut
$2.48M – – –
TVM
608
True Vision MN
Minnesota
$2.45M -$35.7K -1,147 -1%
SCA
609
Snowden Capital Advisors
New York
$2.45M +$102K +3,289 +4%
AWM
610
Axxcess Wealth Management
California
$2.43M +$606K +19,485 +30%
CWA
611
Crux Wealth Advisors
California
$2.43M -$274K -8,809 -10%
CCFM
612
Clear Creek Financial Management
Washington
$2.42M +$193K +6,214 +8%
TC
613
TFR Capital
Texas
$2.41M -$38K -1,224 -1%
MCA
614
Millennium Capital Advisors
Arkansas
$2.41M -$19.3K -620 -0.7%
JESC
615
J.E. Simmons & Co
Texas
$2.4M -$59.7K -1,922 -2%
HC
616
Hurley Capital
New York
$2.4M +$16.8K +540 +0.7%
TA
617
Tactive Advisors
Florida
$2.39M +$154K +4,964 +6%
CFP
618
Comprehensive Financial Planning
Pennsylvania
$2.39M +$179K +5,743 +8%
LA
619
LexAurum Advisors
Kansas
$2.38M +$2.54M +81,847 New
WF
620
WealthPoint Financial
North Carolina
$2.38M +$250K +8,046 +11%
FAL
621
Focused Alpha LLC
Colorado
$2.36M +$58.8K +1,890 +2%
MWA
622
Medallion Wealth Advisors
Connecticut
$2.35M +$136K +4,363 +6%
WI
623
Westbourne Investments
Virginia
$2.34M +$56.6K +1,821 +2%
AC
624
AlphaCore Capital
California
$2.34M +$33.8K +1,086 +1%
CBU
625
CIBC Bancorp USA
Illinois
$2.34M +$2.51M +80,826 New
23 24
25
26 27

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.