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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
GAA
801
Guardian Asset Advisors
Pennsylvania
$1.11M -$349K -11,215 -23%
MWM
802
Mission Wealth Management
California
$1.11M +$5.16K +166 +0.4%
NW
803
NewEdge Wealth
Pennsylvania
$1.11M -$622K -20,023 -34%
APW
804
Aurora Private Wealth
New Jersey
$1.11M -$536K -17,256 -34%
FC
805
Fusion Capital
South Carolina
$1.1M -$63.9K -2,054 -5%
MYIA
806
Mount Yale Investment Advisors
Colorado
$1.1M +$950K +30,570 +423%
BSCCG
807
Blue Sky Capital Consultants Group
California
$1.1M -$150K -4,815 -11%
FWCM
808
Ferguson Wellman Capital Management
Oregon
$1.09M -$1.62M -52,248 -58%
IWN
809
Independent Wealth Network
Iowa
$1.09M +$342K +10,991 +42%
WAG
810
Windsor Advisory Group
Ohio
$1.08M +$422K +13,591 +57%
EWM
811
Evercore Wealth Management
New York
$1.08M
CIM
812
Cambria Investment Management
California
$1.08M -$86.5K -2,782 -7%
CFB
813
Cullen/Frost Bankers
Texas
$1.08M +$30.4K +978 +3%
SFG
814
Sunburst Financial Group
Alabama
$1.07M +$17.2K +552 +2%
TCWM
815
Total Clarity Wealth Management
Illinois
$1.06M +$158K +5,091 +16%
AllianceBernstein
816
AllianceBernstein
Tennessee
$1.06M +$1.01M +32,416 New
HC
817
Hoese & Co
Minnesota
$1.06M
SF
818
Sun Financial
Utah
$1.05M -$44K -1,417 -4%
MWM
819
Moran Wealth Management
Florida
$1.05M +$263K +8,450 +31%
S
820
Sunpointe
Missouri
$1.05M +$386K +12,406 +53%
CAM
821
Cozad Asset Management
Illinois
$1.04M
SWP
822
SIMA Wealth Partners
Virginia
$1.04M -$64.9K -2,088 -6%
PWA
823
Peterson Wealth Advisors
Utah
$1.04M +$22.3K +717 +2%
SFG
824
SevenBridge Financial Group
Pennsylvania
$1.03M -$112K -3,599 -10%
BAM
825
Bellevue Asset Management
Washington
$1.03M +$31.7K +1,020 +3%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,127 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.