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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
SWASL
901
Spartan Wealth Advisory Services LLC
Michigan
$810K +$865K +27,811 New
GA
902
Goldstein Advisors
Wisconsin
$809K +$3.89K +125 +0.5%
OAJ
903
Ogorek Anthony Joseph
New York
$807K -$8.36K -269 -1%
TCM
904
Traynor Capital Management
Pennsylvania
$806K +$258K +8,306 +41%
NAMNJ
905
NorthStar Asset Management (New Jersey)
New Jersey
$805K -$8.98K -289 -1%
CWP
906
Core Wealth Partners
California
$804K +$184K +5,912 +27%
PMFA
907
Plante Moran Financial Advisors
Michigan
$797K +$233K +7,485 +38%
HBS
908
Howard Bailey Securities
Indiana
$794K +$6.06K +195 +0.7%
AWMS
909
Advocacy Wealth Management Services
Georgia
$791K -$396K -12,724 -32%
SWM
910
SpringVest Wealth Management
Texas
$790K
SA
911
Sovran Advisors
California
$785K +$132K +4,260 +22%
OC
912
Optima Capital
Oregon
$781K +$156K +5,009 +23%
JWM
913
Johnson Wealth Management
North Dakota
$780K
CIR
914
Clear Investment Research
Georgia
$778K
WP
915
WealthPLAN Partners
Nebraska
$776K -$8.36K -269 -1%
PFA
916
Pure Financial Advisors
California
$776K -$7.46K -240 -0.9%
VWA
917
VSM Wealth Advisory
Maryland
$771K +$29.3K +941 +4%
VWM
918
Vermillion Wealth Management
Minnesota
$770K +$2.67K +86 +0.3%
SFS
919
Summit Financial Strategies
Ohio
$769K -$62 -2 -0%
IWM
920
Immaculate Wealth Management
Arizona
$768K +$819K +26,357 New
SWP
921
Sagespring Wealth Partners
Tennessee
$764K +$80.6K +2,592 +11%
DBIA
922
Dumont & Blake Investment Advisors
New Jersey
$761K -$3.17K -102 -0.4%
NB
923
NBT Bank
New York
$760K +$809K +26,029 +40,045%
SC
924
Scotia Capital
Ontario, Canada
$759K +$124K +3,990 +18%
ABC
925
Associated Banc-Corp
Wisconsin
$759K -$20.3K -654 -2%

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.