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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
HWA
976
Hilltop Wealth Advisors
North Carolina
$659K -$146K -4,709 -17%
FIM
977
Freedom Investment Management
Connecticut
$653K -$178K -5,724 -20%
HI
978
Hoey Investments
Pennsylvania
$648K -$3.29K -106 -0.5%
MWM
979
MBE Wealth Management
Wisconsin
$645K +$93 +3 +0%
SFC
980
SYM Financial Corp
Indiana
$644K
MAS
981
Meeder Advisory Services
Ohio
$643K -$97.5K -3,135 -12%
AL
982
Aspiriant LLC
California
$643K -$486K -15,641 -41%
TC
983
TownSquare Capital
Utah
$641K -$35.6K -1,145 -5%
FWTB
984
First Western Trust Bank
Colorado
$639K
KCA
985
Kastel Capital Advisors
Massachusetts
$635K
SSW
986
Stone Summit Wealth
Florida
$631K +$318K +10,217 +89%
AFA
987
Alpha Financial Advisors
North Carolina
$627K
PIMG
988
Patriot Investment Management Group
Tennessee
$625K +$1.52K +49 +0.2%
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$621K
TPWM
990
Twelve Points Wealth Management
Massachusetts
$620K -$124 -4 -0%
AFA
991
American Financial Advisors
Georgia
$618K +$81.8K +2,630 +14%
TSWM
992
Triangle Securities Wealth Management
North Carolina
$617K +$134K +4,322 +26%
SA
993
SRH Advisors
Kansas
$616K
CG
994
Caprock Group
Idaho
$616K +$159K +5,126 +32%
HAG
995
HighPoint Advisor Group
Illinois
$615K +$9.02K +290 +1%
NIWA
996
New Insight Wealth Advisors
California
$615K
BF
997
Baring Financial
Washington
$614K -$20.7K -666 -3%
FRA
998
Front Row Advisors
California
$611K +$62 +2 +0%
FPN
999
Financial Planning Navigators
Minnesota
$611K
OL
1000
Owen LaRue
Kentucky
$610K +$249 +8 +0%

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.