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Schwab US Large-Cap Growth ETF

1,585 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 110 funds opening new positions, 709 increasing their positions, 553 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:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
SAI
51
Savvy Advisors Inc
New York
$83.4M
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$83M
BWP
53
BlueStem Wealth Partners
Minnesota
$80.4M
BFG
54
Berger Financial Group
Minnesota
$75.7M
KAS
55
Kestra Advisory Services
Texas
$69.2M
AWM
56
Angeles Wealth Management
California
$68.7M
HWM
57
HRC Wealth Management
Idaho
$65.5M
PCIA
58
Prime Capital Investment Advisors
Kansas
$63.6M
BC
59
Brio Consultants
California
$62.1M
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$62M
MCM
61
MAI Capital Management
Ohio
$61.3M
Stifel Financial
62
Stifel Financial
Missouri
$61.2M
AFG
63
Atomi Financial Group
New York
$59M
NFG
64
Nadler Financial Group
Illinois
$57.2M
BW
65
BIP Wealth
Georgia
$56.7M
CST
66
Charles Schwab Trust
Nevada
$56.1M
KLI
67
Kelman-Lazarov Inc
Tennessee
$54.5M
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$54.4M
BAM
69
Belpointe Asset Management
Nevada
$54.3M
BFG
70
Bleakley Financial Group
New Jersey
$53.8M
MFG
71
Merit Financial Group
Georgia
$52.5M
WIA
72
World Investment Advisors
California
$52.4M
MT
73
Midwest Trust
Kansas
$52.3M
ETC
74
Exchange Traded Concepts
Oklahoma
$51.6M
NCMW
75
Northern Capital Management (Washington)
Washington
$51.3M