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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
CAP
851
Columbia Advisory Partners
Washington
$951K +$476K +15,304 +88%
CCM
852
Colorado Capital Management
Colorado
$950K -$146K -4,706 -13%
RPGNY
853
Retirement Planning Group (New York)
New York
$948K +$56K +1,800 +6%
Susquehanna International Group
854
Susquehanna International Group
Pennsylvania
$944K +$794K +25,553 +372%
WA
855
Wealth Architects
California
$943K +$75.5K +2,430 +8%
SI
856
Stephens Inc
Arkansas
$941K +$31K +998 +3%
BIP
857
Blueprint Investment Partners
North Carolina
$941K +$4.1K +132 +0.4%
EFP
858
Elser Financial Planning
Indiana
$939K +$808 +26 +0.1%
WAG
859
Winthrop Advisory Group
Massachusetts
$936K +$688K +22,117 +221%
ATI
860
ARK & TLK Investments
Oklahoma
$934K
PFA
861
Petra Financial Advisors
Colorado
$929K -$1.44M -46,176 -59%
YAIA
862
Yanni & Associates Investment Advisors
Pennsylvania
$927K -$35.7K -1,147 -3%
BFA
863
Blueprint Financial Advisors
North Carolina
$922K +$4.1K +132 +0.4%
HP
864
Holistic Planning
Texas
$919K +$133K +4,281 +16%
SAM
865
Silvercrest Asset Management
New York
$917K -$385K -12,384 -28%
PWM
866
Platt Wealth Management
California
$915K +$79.3K +2,550 +9%
PCI
867
Planning Center Inc
Illinois
$912K -$25.4K -816 -3%
FAG
868
Fortitude Advisory Group
Washington
$910K +$6.28K +202 +0.7%
EHC
869
Everett Harris & Co
California
$909K +$38.9K +1,250 +4%
DWT
870
Dorsey & Whitney Trust
South Dakota
$904K
RWA
871
Resolute Wealth Advisor
Ohio
$901K +$961K +30,919 New
FFA
872
Fi3 Financial Advisors
Indiana
$898K -$99.8K -3,212 -9%
EWA
873
Eagle Wealth Advisors
Connecticut
$889K -$77.5K -2,493 -8%
HWA
874
HMV Wealth Advisors
Louisiana
$884K -$242K -7,796 -20%
CRA
875
Clear Retirement Advice
California
$877K +$47.5K +1,528 +5%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.