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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
IA
1051
Invested Advisors
Pennsylvania
$506K -$12.9K -414 -2%
DAM
1052
Delta Asset Management
Tennessee
$502K +$68K +2,189 +15%
GWS
1053
Glassman Wealth Services
Virginia
$502K +$32.9K +1,058 +7%
First Trust Advisors
1054
First Trust Advisors
Illinois
$500K
ZF
1055
Zhang Financial
Michigan
$499K +$373 +12 +0.1%
FSA
1056
Financial Sense Advisors
California
$499K -$197K -6,333 -27%
BAWC
1057
Boyce & Associates Wealth Consulting
Texas
$498K +$684 +22 +0.1%
PFA
1058
Pathway Financial Advisors
Vermont
$497K +$93 +3 +0%
MA
1059
MONECO Advisors
Connecticut
$496K +$31 +1 +0%
PAYA
1060
Phil A. Younker & Associates
Alaska
$495K
BWM
1061
Briggs Wealth Management
Connecticut
$494K +$527K +16,954 New
TPBG
1062
Turning Point Benefit Group
Maryland
$493K +$293K +9,426 +84%
TWP
1063
Triad Wealth Partners
Kansas
$491K -$244K -7,855 -32%
EAM
1064
Everstar Asset Management
North Carolina
$491K +$62 +2 +0%
FHA
1065
Flagship Harbor Advisors
Massachusetts
$490K -$87.8K -2,824 -14%
TP
1066
Tranquility Partners
Tennessee
$489K +$11K +353 +2%
EFG
1067
Ehrlich Financial Group
California
$488K +$12.4K +400 +2%
NSAM
1068
North Star Asset Management
Wisconsin
$488K -$18.2K -586 -3%
JHC
1069
J. Hagan Capital
Kentucky
$487K -$230K -7,401 -31%
GWA
1070
Geometric Wealth Advisors
District of Columbia
$486K
AWA
1071
Argos Wealth Advisors
California
$483K +$31 +1 +0%
DOA
1072
D'Orazio & Associates
Virginia
$482K -$58K -1,866 -10%
ODIJL
1073
One Day In July LLC
Vermont
$482K +$514K +16,536 New
FCH
1074
Freestone Capital Holdings
Washington
$480K -$29.2K -938 -5%
MI
1075
Moneywise Inc
Virginia
$476K -$25.4K -816 -5%

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.