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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
BCM
626
Becker Capital Management
Oregon
$2.34M -$124K -3,975 -5%
ACA
627
Arsenal Capital Advisors
Pennsylvania
$2.3M -$2.3M -73,830 -48%
MFF
628
Michels Family Financial
Texas
$2.3M +$121K +3,877 +5%
AIA
629
Aventus Investment Advisors
Florida
$2.25M -$54K -1,736 -2%
SC
630
Stolper & Co
Oklahoma
$2.25M +$243K +7,829 +85%
PC
631
Payne Capital
Oregon
$2.25M +$385K +12,391 +19%
WA
632
Win Advisors
Florida
$2.24M -$9.84M -316,569 -80%
EWS
633
Evergreen Wealth Solutions
Pennsylvania
$2.22M +$172K +5,532 +8%
RWM
634
Ritholtz Wealth Management
New York
$2.21M +$1.31M +42,163 +125%
CWM
635
Cornerstone Wealth Management
Missouri
$2.19M +$591 +19 +0%
CIAS
636
Capital Investment Advisory Services
North Carolina
$2.18M +$30.2K +970 +1%
KF
637
K2 Financial
California
$2.17M +$132K +4,244 +7%
SA
638
Stewardship Advisors
Pennsylvania
$2.17M +$489K +15,741 +27%
SA
639
Strategic Advisors
New York
$2.16M +$26.6K +856 +1%
DSC
640
Duncker Streett & Co
Missouri
$2.16M -$13.7K -442 -0.6%
VFIC
641
Valley Forge Investment Consultants
Pennsylvania
$2.16M -$157K -5,065 -6%
OPA
642
Old Port Advisors
Maine
$2.13M -$67.9K -2,185 -3%
BFA
643
Ballast Financial Advisors
Pennsylvania
$2.13M -$25.2K -811 -1%
ONB
644
Old National Bancorp
Indiana
$2.12M -$18.5K -595 -0.8%
AGC
645
Aspen Grove Capital
Colorado
$2.12M +$31 +1 +0%
BBPWM
646
Blue Bell Private Wealth Management
Pennsylvania
$2.1M +$69K +2,221 +3%
BFA
647
Beaumont Financial Advisors
Massachusetts
$2.1M +$2.52K +81 +0.1%
PFS
648
Prospect Financial Services
New York
$2.09M +$351K +11,277 +19%
FA
649
Fountainhead AM
New Jersey
$2.09M -$7.58K -244 -0.3%
RWM
650
Reston Wealth Management
Virginia
$2.09M +$24K +773 +1%

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.