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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
KFA
826
Kelleher Financial Advisors
New York
$1.01M
STA
827
Summit Trail Advisors
New York
$1.01M
HL
828
HeadInvest LLC
Maine
$1.01M
MAM
829
Marotta Asset Management
Virginia
$1M
PIA
830
Pinion Investment Advisors
Kansas
$995K
NP
831
NorthRock Partners
Minnesota
$992K
QPWM
832
Quadrant Private Wealth Management
Pennsylvania
$992K
OWM
833
OneAscent Wealth Management
Alabama
$991K
BWA
834
Beam Wealth Advisors
Louisiana
$987K
KA
835
Kovack Advisors
Florida
$985K
FLA
836
Financial Life Advisors
Texas
$982K
KCM
837
Kathmere Capital Management
Pennsylvania
$978K
CCA
838
Cadent Capital Advisors
Oklahoma
$974K
CA
839
Continuum Advisory
Idaho
$973K
LEA
840
Legacy Edge Advisors
New York
$973K
WS
841
Wedbush Securities
California
$971K
BFA
842
Beacon Financial Advisory
Ohio
$971K
ICM
843
Islay Capital Management
Texas
$966K
QP
844
Quartz Partners
New York
$963K
BPWM
845
Badgley Phelps Wealth Managers
Washington
$953K
CAP
846
Columbia Advisory Partners
Washington
$951K
CCM
847
Colorado Capital Management
Colorado
$950K
RPGNY
848
Retirement Planning Group (New York)
New York
$948K
Susquehanna International Group
849
Susquehanna International Group
Pennsylvania
$944K
WA
850
Wealth Architects
California
$943K