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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
GWSA
926
Global Wealth Strategies & Associates
Colorado
$759K -$291K -9,360 -26%
BCP
927
Blackhawk Capital Partners
Wisconsin
$758K +$62.4K +2,008 +8%
SFG
928
Sovereign Financial Group
Connecticut
$757K -$111K -3,572 -12%
SWP
929
Strategic Wealth Partners
Ohio
$757K -$38.2K -1,229 -5%
LJAC
930
L.J. Altfest & Co
New York
$753K +$1.74K +56 +0.2%
CAM
931
Clark Asset Management
New Hampshire
$749K +$405K +13,039 +103%
WKSWA
932
White Knight Strategic Wealth Advisors
New Jersey
$749K
PIN
933
Prudent Investors Network
California
$746K -$217K -6,980 -21%
MW
934
Maia Wealth
Colorado
$746K -$161K -5,166 -17%
PA
935
Pinnacle Associates
New York
$744K -$1.49K -48 -0.2%
RFN
936
Redwood Financial Network
Ohio
$743K -$327K -10,520 -29%
RMA
937
Roffman Miller Associates
Pennsylvania
$742K -$128K -4,108 -14%
RZH
938
Relyea Zuckerberg Hanson
Connecticut
$740K
CAM
939
Costello Asset Management
Pennsylvania
$739K +$24.2K +777 +3%
SC
940
Soundwatch Capital
Connecticut
$738K +$4.94K +159 +0.6%
AW
941
Avion Wealth
Texas
$738K +$747K +24,028 +1,820%
RA
942
Ruggaard & Associates
Ohio
$738K
CSIC
943
Clifford Swan Investment Counsel
California
$738K +$1.43K +46 +0.2%
CGA
944
Crescent Grove Advisors
Illinois
$737K +$901 +29 +0.1%
CCA
945
Clearwater Capital Advisors
Illinois
$729K
FTWA
946
Fifth Third Wealth Advisors
Ohio
$729K +$778K +25,026 New
GKWIM
947
Gerber Kawasaki Wealth & Investment Management
California
$728K -$74.9K -2,411 -9%
CCM
948
CFO Capital Management
Connecticut
$726K +$124K +3,984 +19%
GFA
949
Godfrey Financial Associates
New York
$726K -$833K -26,795 -52%
VFG
950
Victory Financial Group
Texas
$725K -$83K -2,669 -10%

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.