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Schwab US Large-Cap Growth ETF

1,623 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 114 funds opening new positions, 727 increasing their positions, 565 reducing their positions, and 95 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

29% more repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 565

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

1.99% more ownership

Funds ownership: 53.47%55.46% (+2%)

1% less funds holding

Funds holding: 1,6331,623 (-10)

6% less capital invested

Capital invested by funds: $28.3B → $26.4B (-$1.81B)

11% less funds holding in top 10

Funds holding in top 10: 240213 (-27)

Holders
1,623
Holders Change
-10
Holders Change %
-0.61%
% of All Funds
19.86%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
2.61%
New
114
Increased
727
Reduced
565
Closed
95
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%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$50.6M +$2.3M +74,045 +4%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$50.4M -$6.94M -223,144 -11%
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.8M +$975K +31,378 +2%
BFS
80
Burkett Financial Services
South Carolina
$47.6M +$1.02M +32,902 +2%
TAP
81
TSG Advice Partners
Ohio
$47.5M +$50.7M +1,631,361 New
XF
82
XML Financial
Maryland
$47.5M +$4.03M +129,500 +9%
IWC
83
Integrated Wealth Concepts
Massachusetts
$47.4M +$12.9M +415,706 +34%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$47.4M -$62.7K -2,016 -0.1%
LBC
85
Lowe Brockenbrough & Co
Virginia
$45.1M +$33.4M +1,074,695 +228%
SMBT
86
Southern Michigan Bank & Trust
Michigan
$44.9M +$48M +1,542,593 New
TWM
87
Triton Wealth Management
Arizona
$44.5M +$359K +11,546 +0.8%
SWRP
88
Summit Wealth & Retirement Planning
California
$44.2M -$344K -11,055 -0.7%
Two Sigma Investments
89
Two Sigma Investments
New York
$43.8M +$34M +1,095,000 +268%
PS
90
Principal Securities
Iowa
$43M +$3.59M +115,579 +9%
VA
91
Vestwell Advisors
New York
$42.7M
TWM
92
Tradition Wealth Management
Minnesota
$42.7M -$2.83M -91,071 -6%
GIA
93
GHP Investment Advisors
Colorado
$42.6M +$231K +7,442 +0.5%
SAM
94
Summit Asset Management
Tennessee
$42.1M +$1.4M +44,950 +3%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$42.1M -$3.55M -114,061 -7%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$41.1M -$1.76M -56,483 -4%
AFP
97
Ausdal Financial Partners
Iowa
$40.9M +$570K +18,332 +1%
GB
98
Goepper Burkhardt
South Carolina
$40.8M +$788K +25,347 +2%
ACM
99
Advance Capital Management
Michigan
$40.4M +$5.93M +190,786 +16%
VWA
100
Visionary Wealth Advisors
Illinois
$39.8M +$1.09M +35,181 +3%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,623 of the 8,172 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 6.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SCHG positions and 95 closed out — a net gain of 19 holders — while 727 added to existing stakes and 565 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,623 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,633 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
  • 114 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 95 closed out, a net change of +19 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.