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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
WIP
1001
WealthCare Investment Partners
Rhode Island
$610K -$36.8K -1,185 -5%
FFG
1002
Frisch Financial Group
New York
$608K +$250K +8,028 +63%
SFG
1003
Synergy Financial Group
California
$603K +$115K +3,699 +22%
SAM
1004
SVRN Asset Management
Texas
$598K
AFA
1005
Amicus Financial Advisors
Texas
$597K -$31 -1 -0%
SW
1006
SVB Wealth
Massachusetts
$592K +$62 +2 +0%
ES
1007
ETF Store
Kansas
$592K +$211K +6,772 +50%
CFG
1008
Citizens Financial Group
Rhode Island
$589K +$7.06K +227 +1%
NG
1009
Norden Group
Utah
$586K -$155K -4,974 -20%
LRPA
1010
L. Roy Papp & Associates
Arizona
$583K -$12.4K -400 -2%
FCM
1011
Fortis Capital Management
Washington
$583K +$56.3K +1,810 +10%
LWA
1012
Lantern Wealth Advisors
New York
$581K -$362K -11,638 -37%
WTC
1013
WhitTier Trust Company
Nevada
$579K -$9.7K -312 -2%
SCTC
1014
Sanibel Captiva Trust Company
Florida
$578K +$175K +5,631 +40%
ECM
1015
Evergreen Capital Management
Washington
$575K +$8.46K +272 +1%
TBA
1016
Tower Bridge Advisors
Pennsylvania
$575K +$613K +19,727 New
BDFN
1017
Bond & Devick Financial Network
Minnesota
$574K
BTI
1018
Blue Trust Inc
Georgia
$574K +$21K +676 +4%
SOWAS
1019
Silver Oak Wealth Advisors Services
California
$574K
CPSAC
1020
Chas P. Smith & Associates (CPS)
Florida
$572K
LFS
1021
Lutz Financial Services
Nebraska
$563K
WLIM
1022
White Lighthouse Investment Management
Massachusetts
$562K +$144K +4,628 +32%
SIAG
1023
Safeguard Investment Advisory Group
California
$556K -$557K -17,903 -48%
PL
1024
Plancorp LLC
Missouri
$553K -$24.9K -801 -4%
MIFH
1025
Migdal Insurance & Financial Holdings
Israel
$552K -$557K -17,906 -49%

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.