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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
AAS
951
Annex Advisory Services
Wisconsin
$695K
ATPW
952
Ashton Thomas Private Wealth
Arizona
$689K
CE
953
Cornerstone Enterprises
Wisconsin
$687K
RFA
954
Resurgent Financial Advisors
Georgia
$687K
CCG
955
Capital CS Group
California
$686K
Members Trust
956
Members Trust
Florida
$684K
LWM
957
Lakeridge Wealth Management
Ohio
$682K
PWAM
958
Private Wealth Asset Management
Iowa
$680K
FHC
959
First Heartland Consultants
Missouri
$680K
LF
960
LifeSteps Financial
California
$679K
PCG
961
Prosperity Consulting Group
Maryland
$678K
RA
962
Resolute Advisors
California
$678K
EW
963
Element Wealth
Mississippi
$676K
LSIA
964
LaSalle St. Investment Advisors
Illinois
$676K
SIA
965
Soltis Investment Advisors
Utah
$675K
RIS
966
Richmond Investment Services
Wisconsin
$668K
MSS
967
Mitchell Sinkler & Starr
Pennsylvania
$667K
FFM
968
Forum Financial Management
Illinois
$660K
HWA
969
Hilltop Wealth Advisors
North Carolina
$659K
FIM
970
Freedom Investment Management
Connecticut
$653K
HI
971
Hoey Investments
Pennsylvania
$648K
MWM
972
MBE Wealth Management
Wisconsin
$645K
SFC
973
SYM Financial Corp
Indiana
$644K
MAS
974
Meeder Advisory Services
Ohio
$643K
AL
975
Aspiriant LLC
California
$643K