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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
WP
826
Wealthspan Partners
Iowa
$1.02M +$88.3K +2,840 +9%
SP
827
Stonebrook Private
Michigan
$1.02M -$494K -15,895 -31%
GS
828
GWN Securities
Florida
$1.02M -$351K -11,293 -24%
MTIC
829
Missouri Trust & Investment Company
Missouri
$1.02M +$126K +4,052 +13%
DWM
830
DecisionMap Wealth Management
Virginia
$1.02M -$50.3K -1,617 -4%
KFA
831
Kelleher Financial Advisors
New York
$1.01M
STA
832
Summit Trail Advisors
New York
$1.01M
HL
833
HeadInvest LLC
Maine
$1.01M -$5.56K -179 -0.5%
MAM
834
Marotta Asset Management
Virginia
$1M -$36.1K -1,162 -3%
PIA
835
Pinion Investment Advisors
Kansas
$995K +$400K +12,861 +60%
NP
836
NorthRock Partners
Minnesota
$992K +$113K +3,631 +12%
QPWM
837
Quadrant Private Wealth Management
Pennsylvania
$992K +$7.46K +240 +0.7%
OWM
838
OneAscent Wealth Management
Alabama
$991K -$93.5K -3,008 -8%
BWA
839
Beam Wealth Advisors
Louisiana
$987K +$16.1K +517 +2%
KA
840
Kovack Advisors
Florida
$985K -$14.4M -462,479 -93%
FLA
841
Financial Life Advisors
Texas
$982K
KCM
842
Kathmere Capital Management
Pennsylvania
$978K +$24.7K +796 +2%
CCA
843
Cadent Capital Advisors
Oklahoma
$974K +$492K +15,818 +90%
CA
844
Continuum Advisory
Idaho
$973K +$153K +4,908 +17%
LEA
845
Legacy Edge Advisors
New York
$973K -$58.7K -1,887 -5%
WS
846
Wedbush Securities
California
$971K -$43.8K -1,408 -4%
BFA
847
Beacon Financial Advisory
Ohio
$971K -$60.1K -1,934 -5%
ICM
848
Islay Capital Management
Texas
$966K -$21.7K -699 -2%
QP
849
Quartz Partners
New York
$963K -$113K -3,634 -10%
BPWM
850
Badgley Phelps Wealth Managers
Washington
$953K -$10K -323 -1%

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.