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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
HWM
76
HB Wealth Management
Georgia
$50.6M -$3.01M -96,859 -5%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$50.4M -$6.94M -223,144 -11%
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.8M +$975K +31,378 +2%
BFS
79
Burkett Financial Services
South Carolina
$47.6M +$1.02M +32,902 +2%
TAP
80
TSG Advice Partners
Ohio
$47.5M +$50.7M +1,631,361 New
XF
81
XML Financial
Maryland
$47.5M +$4.03M +129,500 +9%
IWC
82
Integrated Wealth Concepts
Massachusetts
$47.4M +$12.9M +415,706 +34%
CWA
83
Cornerstone Wealth Advisors
Minnesota
$47.4M -$62.7K -2,016 -0.1%
LBC
84
Lowe Brockenbrough & Co
Virginia
$45.1M +$33.4M +1,074,695 +228%
SMBT
85
Southern Michigan Bank & Trust
Michigan
$44.9M +$48M +1,542,593 New
TWM
86
Triton Wealth Management
Arizona
$44.5M +$359K +11,546 +0.8%
SWRP
87
Summit Wealth & Retirement Planning
California
$44.2M -$344K -11,055 -0.7%
Two Sigma Investments
88
Two Sigma Investments
New York
$43.8M +$34M +1,095,000 +268%
PS
89
Principal Securities
Iowa
$43M +$3.59M +115,579 +9%
VA
90
Vestwell Advisors
New York
$42.7M
TWM
91
Tradition Wealth Management
Minnesota
$42.7M -$2.83M -91,071 -6%
GIA
92
GHP Investment Advisors
Colorado
$42.6M +$231K +7,442 +0.5%
SAM
93
Summit Asset Management
Tennessee
$42.1M +$1.4M +44,950 +3%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$42.1M -$3.55M -114,061 -7%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$41.1M -$1.76M -56,483 -4%
AFP
96
Ausdal Financial Partners
Iowa
$40.9M +$570K +18,332 +1%
GB
97
Goepper Burkhardt
South Carolina
$40.8M +$788K +25,347 +2%
ACM
98
Advance Capital Management
Michigan
$40.4M +$5.93M +190,786 +16%
VWA
99
Visionary Wealth Advisors
Illinois
$39.8M +$1.09M +35,181 +3%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$39.5M +$9.53M +306,567 +28%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.