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Schwab US Large-Cap Growth ETF

1,611 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, 719 increasing their positions, 563 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: 1,6281,611 (-17)

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: 239211 (-28)

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
JIR
601
James Investment Research
Ohio
$2.57M
SMA
602
Sage Mountain Advisors
Georgia
$2.51M
BIS
603
BG Investment Services
Guam
$2.5M
ST
604
Smithfield Trust
Pennsylvania
$2.49M
WRPWM
605
Werba Rubin Papier Wealth Management
California
$2.49M
AIM
606
Avity Investment Management
Connecticut
$2.48M
TVM
607
True Vision MN
Minnesota
$2.45M
SCA
608
Snowden Capital Advisors
New York
$2.45M
AWM
609
Axxcess Wealth Management
California
$2.43M
CWA
610
Crux Wealth Advisors
California
$2.43M
CCFM
611
Clear Creek Financial Management
Washington
$2.42M
TC
612
TFR Capital
Texas
$2.41M
MCA
613
Millennium Capital Advisors
Arkansas
$2.41M
JESC
614
J.E. Simmons & Co
Texas
$2.4M
HC
615
Hurley Capital
New York
$2.4M
TA
616
Tactive Advisors
Florida
$2.39M
CFP
617
Comprehensive Financial Planning
Pennsylvania
$2.39M
LA
618
LexAurum Advisors
Kansas
$2.38M
WF
619
WealthPoint Financial
North Carolina
$2.38M
FAL
620
Focused Alpha LLC
Colorado
$2.36M
MWA
621
Medallion Wealth Advisors
Connecticut
$2.35M
WI
622
Westbourne Investments
Virginia
$2.34M
AC
623
AlphaCore Capital
California
$2.34M
CBU
624
CIBC Bancorp USA
Illinois
$2.34M
BCM
625
Becker Capital Management
Oregon
$2.34M