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
MYIA
801
Mount Yale Investment Advisors
Colorado
$1.1M
BSCCG
802
Blue Sky Capital Consultants Group
California
$1.1M
FWCM
803
Ferguson Wellman Capital Management
Oregon
$1.09M
IWN
804
Independent Wealth Network
Iowa
$1.09M
WAG
805
Windsor Advisory Group
Ohio
$1.08M
EWM
806
Evercore Wealth Management
New York
$1.08M
CIM
807
Cambria Investment Management
California
$1.08M
CFB
808
Cullen/Frost Bankers
Texas
$1.08M
SFG
809
Sunburst Financial Group
Alabama
$1.07M
TCWM
810
Total Clarity Wealth Management
Illinois
$1.06M
AllianceBernstein
811
AllianceBernstein
Tennessee
$1.06M
HC
812
Hoese & Co
Minnesota
$1.06M
SF
813
Sun Financial
Utah
$1.05M
MWM
814
Moran Wealth Management
Florida
$1.05M
S
815
Sunpointe
Missouri
$1.05M
CAM
816
Cozad Asset Management
Illinois
$1.04M
SWP
817
SIMA Wealth Partners
Virginia
$1.04M
PWA
818
Peterson Wealth Advisors
Utah
$1.04M
SFG
819
SevenBridge Financial Group
Pennsylvania
$1.03M
BAM
820
Bellevue Asset Management
Washington
$1.03M
WP
821
Wealthspan Partners
Iowa
$1.02M
SP
822
Stonebrook Private
Michigan
$1.02M
GS
823
GWN Securities
Florida
$1.02M
MTIC
824
Missouri Trust & Investment Company
Missouri
$1.02M
DWM
825
DecisionMap Wealth Management
Virginia
$1.02M