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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
PMFA
901
Plante Moran Financial Advisors
Michigan
$797K
HBS
902
Howard Bailey Securities
Indiana
$794K
AWMS
903
Advocacy Wealth Management Services
Georgia
$791K
SWM
904
SpringVest Wealth Management
Texas
$790K
SA
905
Sovran Advisors
California
$785K
OC
906
Optima Capital
Oregon
$781K
JWM
907
Johnson Wealth Management
North Dakota
$780K
CIR
908
Clear Investment Research
Georgia
$778K
WP
909
WealthPLAN Partners
Nebraska
$776K
PFA
910
Pure Financial Advisors
California
$776K
VWA
911
VSM Wealth Advisory
Maryland
$771K
VWM
912
Vermillion Wealth Management
Minnesota
$770K
SFS
913
Summit Financial Strategies
Ohio
$769K
IWM
914
Immaculate Wealth Management
Arizona
$768K
SWP
915
Sagespring Wealth Partners
Tennessee
$764K
DBIA
916
Dumont & Blake Investment Advisors
New Jersey
$761K
NB
917
NBT Bank
New York
$760K
SC
918
Scotia Capital
Ontario, Canada
$759K
ABC
919
Associated Banc-Corp
Wisconsin
$759K
GWSA
920
Global Wealth Strategies & Associates
Colorado
$759K
BCP
921
Blackhawk Capital Partners
Wisconsin
$758K
SFG
922
Sovereign Financial Group
Connecticut
$757K
SWP
923
Strategic Wealth Partners
Ohio
$757K
LJAC
924
L.J. Altfest & Co
New York
$753K
CAM
925
Clark Asset Management
New Hampshire
$749K