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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
KJWM
676
Kiley Juergens Wealth Management
Washington
$1.95M +$149K +4,803 +8%
RGF
677
Retirement Guys Formula
Ohio
$1.95M -$2.94M -94,713 -59%
QWM
678
Quadcap Wealth Management
Texas
$1.93M -$64.4K -2,073 -3%
WP
679
Westmount Partners
California
$1.91M -$27.7K -892 -1%
DCM
680
Davis Capital Management
Florida
$1.88M +$296K +9,532 +17%
CIA
681
Capital Investment Advisors
Georgia
$1.88M +$34.8K +1,118 +2%
BPW
682
BLVD Private Wealth
Kentucky
$1.85M -$5.16K -166 -0.3%
PPC
683
Park Place Capital
Alabama
$1.84M -$53.1K -1,707 -3%
RIS
684
Retirement Income Solutions
Michigan
$1.83M +$38.2K +1,230 +2%
NF
685
Nikulski Financial
Iowa
$1.82M -$287K -9,235 -13%
IRC
686
Investors Research Corp
Georgia
$1.82M +$81.2K +2,611 +4%
GSEP
687
Golden State Equity Partners
California
$1.8M +$385K +12,374 +25%
FCB
688
First County Bank
Connecticut
$1.8M +$86K +2,767 +5%
IAP
689
Indie Asset Partners
Indiana
$1.79M -$82.7K -2,660 -4%
SIAG
690
Signet Investment Advisory Group
Rhode Island
$1.78M -$12.2K -392 -0.6%
JWS
691
Juncture Wealth Strategies
Arizona
$1.78M +$1.02M +32,670 +115%
HA
692
Herold Advisors
New York
$1.77M -$9.17K -295 -0.5%
NEPWA
693
New England Private Wealth Advisors
Massachusetts
$1.77M +$187 +6 +0%
Fifth Third Bancorp
694
Fifth Third Bancorp
Ohio
$1.77M +$1.61M +51,757 +584%
CIC
695
Carnegie Investment Counsel
Ohio
$1.77M -$48.5K -1,559 -3%
S
696
Sachetta
Massachusetts
$1.76M +$12.6K +406 +0.7%
RI
697
Rinkey Investments
California
$1.76M
OBWG
698
Onyx Bridge Wealth Group
New York
$1.75M -$713K -22,942 -28%
TFA
699
Transamerica Financial Advisors
Florida
$1.72M +$20.1K +647 +1%
Fisher Asset Management
700
Fisher Asset Management
Washington
$1.7M +$896K +28,830 +98%

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.