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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
EAM
951
Evanson Asset Management
California
$724K -$104K -3,331 -12%
FA
952
Fortis Advisors
Pennsylvania
$718K -$93.1K -2,996 -11%
RMF
953
Red Mountain Financial
Colorado
$715K +$119K +3,816 +18%
OCA
954
OpenArc Corporate Advisory
Georgia
$698K -$88.1K -2,835 -11%
BIG
955
Brooklyn Investment Group
New York
$698K +$351K +11,296 +89%
RWM
956
RBA Wealth Management
California
$697K +$10.1K +325 +1%
AAS
957
Annex Advisory Services
Wisconsin
$695K
ATPW
958
Ashton Thomas Private Wealth
Arizona
$689K -$25.7K -827 -3%
CE
959
Cornerstone Enterprises
Wisconsin
$687K -$47.2K -1,519 -6%
RFA
960
Resurgent Financial Advisors
Georgia
$687K -$143K -4,603 -16%
CCG
961
Capital CS Group
California
$686K -$2.51M -80,780 -77%
Members Trust
962
Members Trust
Florida
$684K -$83.8K -2,696 -10%
LWM
963
Lakeridge Wealth Management
Ohio
$682K +$121K +3,892 +20%
PWAM
964
Private Wealth Asset Management
Iowa
$680K +$31 +1 +0%
FHC
965
First Heartland Consultants
Missouri
$680K -$7.15K -230 -1%
LF
966
LifeSteps Financial
California
$679K -$31.4K -1,009 -4%
PCG
967
Prosperity Consulting Group
Maryland
$678K +$622 +20 +0.1%
RA
968
Resolute Advisors
California
$678K +$933 +30 +0.1%
EW
969
Element Wealth
Mississippi
$676K
LSIA
970
LaSalle St. Investment Advisors
Illinois
$676K -$72.6K -2,334 -9%
SIA
971
Soltis Investment Advisors
Utah
$675K -$177K -5,694 -20%
RIS
972
Richmond Investment Services
Wisconsin
$668K -$81K -2,606 -10%
MSS
973
Mitchell Sinkler & Starr
Pennsylvania
$667K +$35.9K +1,155 +5%
OCA
974
Optimus Capital Advisors
Texas
$662K +$227K +7,293 +47%
FFM
975
Forum Financial Management
Illinois
$660K -$23.3K -748 -3%

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.