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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
IAIM
876
International Assets Investment Management
Florida
$855K
GWMR
877
GC Wealth Management RIA
Massachusetts
$854K
SF
878
Symphony Financial
Texas
$853K
AG
879
AmeriFlex Group
Nevada
$849K
HBW
880
Hazlett, Burt & Watson
West Virginia
$844K
SPL
881
Smart Portfolios LLC
Washington
$841K
OFS
882
OMC Financial Services
New York
$841K
SWA
883
Sax Wealth Advisors
New Jersey
$840K
EL
884
Essex LLC
Illinois
$837K
AT
885
Adelphi Trust
Florida
$835K
TWA
886
TCI Wealth Advisors
Arizona
$832K
UB
887
UMB Bank
Missouri
$829K
CWM
888
Castle Wealth Management
Florida
$829K
GI
889
GS Investments
Minnesota
$828K
SPG
890
Strategic Planning Group
Utah
$825K
SEP
891
Signature Equity Partners
Ohio
$823K
RFP
892
Root Financial Partners
California
$822K
AWP
893
Ascent Wealth Partners
New York
$818K
WPW
894
Watershed Private Wealth
Illinois
$816K
SWASL
895
Spartan Wealth Advisory Services LLC
Michigan
$810K
GA
896
Goldstein Advisors
Wisconsin
$809K
OAJ
897
Ogorek Anthony Joseph
New York
$807K
TCM
898
Traynor Capital Management
Pennsylvania
$806K
NAMNJ
899
NorthStar Asset Management (New Jersey)
New Jersey
$805K
CWP
900
Core Wealth Partners
California
$804K