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Schwab US Large-Cap Growth ETF

1,585 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 110 funds opening new positions, 709 increasing their positions, 553 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:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
HWM
76
HB Wealth Management
Georgia
$50.6M
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$50.4M
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.8M
BFS
79
Burkett Financial Services
South Carolina
$47.6M
TAP
80
TSG Advice Partners
Ohio
$47.5M
XF
81
XML Financial
Maryland
$47.5M
IWC
82
Integrated Wealth Concepts
Massachusetts
$47.4M
CWA
83
Cornerstone Wealth Advisors
Minnesota
$47.4M
LBC
84
Lowe Brockenbrough & Co
Virginia
$45.1M
SMBT
85
Southern Michigan Bank & Trust
Michigan
$44.9M
TWM
86
Triton Wealth Management
Arizona
$44.5M
SWRP
87
Summit Wealth & Retirement Planning
California
$44.2M
Two Sigma Investments
88
Two Sigma Investments
New York
$43.8M
PS
89
Principal Securities
Iowa
$43M
VA
90
Vestwell Advisors
New York
$42.7M
TWM
91
Tradition Wealth Management
Minnesota
$42.7M
GIA
92
GHP Investment Advisors
Colorado
$42.6M
SAM
93
Summit Asset Management
Tennessee
$42.1M
FPAS
94
Focus Partners Advisor Solutions
Missouri
$42.1M
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$41.1M
AFP
96
Ausdal Financial Partners
Iowa
$40.9M
GB
97
Goepper Burkhardt
South Carolina
$40.8M
ACM
98
Advance Capital Management
Michigan
$40.4M
VWA
99
Visionary Wealth Advisors
Illinois
$39.8M
Jones Financial Companies
100
Jones Financial Companies
Missouri
$39.5M