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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
SAI
51
Savvy Advisors Inc
New York
$83.4M +$15.3M +492,054 +21%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$83M +$522K +16,795 +0.6%
BWP
53
BlueStem Wealth Partners
Minnesota
$80.4M -$1.95M -62,600 -2%
BFG
54
Berger Financial Group
Minnesota
$75.7M +$9.4M +302,290 +13%
KAS
55
Kestra Advisory Services
Texas
$69.2M +$8.17M +262,702 +12%
AWM
56
Angeles Wealth Management
California
$68.7M +$712K +22,911 +1%
HWM
57
HRC Wealth Management
Idaho
$65.5M +$40.1K +1,291 +0.1%
PCIA
58
Prime Capital Investment Advisors
Kansas
$63.6M +$20M +643,908 +42%
BC
59
Brio Consultants
California
$62.1M -$8.25M -265,380 -12%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$62M +$737K +23,716 +1%
MCM
61
MAI Capital Management
Ohio
$61.3M -$4.25M -136,624 -6%
Stifel Financial
62
Stifel Financial
Missouri
$61.2M -$2.28M -73,491 -3%
AFG
63
Atomi Financial Group
New York
$59M -$2.27M -72,953 -3%
NFG
64
Nadler Financial Group
Illinois
$57.2M +$1.11M +35,829 +2%
BW
65
BIP Wealth
Georgia
$56.7M +$5.19M +167,030 +9%
CST
66
Charles Schwab Trust
Nevada
$56.1M +$5.34M +171,681 +10%
KLI
67
Kelman-Lazarov Inc
Tennessee
$54.5M +$1.12M +36,103 +2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$54.4M -$39.2M -1,260,269 -41%
BAM
69
Belpointe Asset Management
Nevada
$54.3M +$447K +14,364 +0.8%
BFG
70
Bleakley Financial Group
New Jersey
$53.8M +$2.22M +71,551 +4%
MFG
71
Merit Financial Group
Georgia
$52.5M +$2.2M +70,827 +4%
WIA
72
World Investment Advisors
California
$52.4M +$24.7M +795,819 +79%
MT
73
Midwest Trust
Kansas
$52.3M +$1M +32,222 +2%
ETC
74
Exchange Traded Concepts
Oklahoma
$51.6M +$232K +7,463 +0.4%
NCMW
75
Northern Capital Management (Washington)
Washington
$51.3M +$552K +17,751 +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.