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Schwab US Large-Cap Growth ETF

1,611 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, 719 increasing their positions, 563 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: 1,6281,611 (-17)

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: 239211 (-28)

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
NW
801
NewEdge Wealth
Pennsylvania
$1.11M
APW
802
Aurora Private Wealth
New Jersey
$1.11M
FC
803
Fusion Capital
South Carolina
$1.1M
MYIA
804
Mount Yale Investment Advisors
Colorado
$1.1M
BSCCG
805
Blue Sky Capital Consultants Group
California
$1.1M
FWCM
806
Ferguson Wellman Capital Management
Oregon
$1.09M
IWN
807
Independent Wealth Network
Iowa
$1.09M
WAG
808
Windsor Advisory Group
Ohio
$1.08M
EWM
809
Evercore Wealth Management
New York
$1.08M
CIM
810
Cambria Investment Management
California
$1.08M
CFB
811
Cullen/Frost Bankers
Texas
$1.08M
SFG
812
Sunburst Financial Group
Alabama
$1.07M
TCWM
813
Total Clarity Wealth Management
Illinois
$1.06M
AllianceBernstein
814
AllianceBernstein
Tennessee
$1.06M
HC
815
Hoese & Co
Minnesota
$1.06M
SF
816
Sun Financial
Utah
$1.05M
MWM
817
Moran Wealth Management
Florida
$1.05M
S
818
Sunpointe
Missouri
$1.05M
CAM
819
Cozad Asset Management
Illinois
$1.04M
SWP
820
SIMA Wealth Partners
Virginia
$1.04M
PWA
821
Peterson Wealth Advisors
Utah
$1.04M
SFG
822
SevenBridge Financial Group
Pennsylvania
$1.03M
BAM
823
Bellevue Asset Management
Washington
$1.03M
WP
824
Wealthspan Partners
Iowa
$1.02M
SP
825
Stonebrook Private
Michigan
$1.02M