SCHG icon

Schwab US Large-Cap Growth ETF

1,603 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 715 increasing their positions, 561 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: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
AIA
626
Aventus Investment Advisors
Florida
$2.25M
SC
627
Stolper & Co
Oklahoma
$2.25M
PC
628
Payne Capital
Oregon
$2.25M
WA
629
Win Advisors
Florida
$2.24M
EWS
630
Evergreen Wealth Solutions
Pennsylvania
$2.22M
RWM
631
Ritholtz Wealth Management
New York
$2.21M
CWM
632
Cornerstone Wealth Management
Missouri
$2.19M
CIAS
633
Capital Investment Advisory Services
North Carolina
$2.18M
KF
634
K2 Financial
California
$2.17M
SA
635
Stewardship Advisors
Pennsylvania
$2.17M
SA
636
Strategic Advisors
New York
$2.16M
DSC
637
Duncker Streett & Co
Missouri
$2.16M
VFIC
638
Valley Forge Investment Consultants
Pennsylvania
$2.16M
OPA
639
Old Port Advisors
Maine
$2.13M
BFA
640
Ballast Financial Advisors
Pennsylvania
$2.13M
ONB
641
Old National Bancorp
Indiana
$2.12M
AGC
642
Aspen Grove Capital
Colorado
$2.12M
BBPWM
643
Blue Bell Private Wealth Management
Pennsylvania
$2.1M
BFA
644
Beaumont Financial Advisors
Massachusetts
$2.1M
PFS
645
Prospect Financial Services
New York
$2.09M
FA
646
Fountainhead AM
New Jersey
$2.09M
RWM
647
Reston Wealth Management
Virginia
$2.09M
NWAG
648
Net Worth Advisory Group
Utah
$2.07M
FLPIM
649
F.L. Putnam Investment Management
Massachusetts
$2.06M
AWP
650
Atlas Wealth Partners
Pennsylvania
$2.04M