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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
CL
1076
CVFG LLC
Indiana
$475K +$8.55K +275 +2%
JIP
1077
Jaffetilchin Investment Partners
Florida
$470K +$31 +1 +0%
WAP
1078
Wealth Analytics Partners
California
$469K -$71.5K -2,300 -13%
GCM
1079
G2 Capital Management
Ohio
$469K
LF
1080
Lantz Financial
Illinois
$468K
HCM
1081
Hall Capital Management
Rhode Island
$468K
OWP
1082
Obermeyer Wealth Partners
Colorado
$467K -$4.48K -144 -0.9%
SHJ
1083
Sharkey, Howes & Javer
Colorado
$460K
IF
1084
Ironwood Financial
Arizona
$460K +$2.18K +70 +0.4%
TC
1085
Trilogy Capital
California
$459K +$127K +4,088 +35%
AF
1086
Affiance Financial
Minnesota
$459K +$4.79K +154 +1%
PWM
1087
Praetorian Wealth Management
California
$458K -$2.55K -82 -0.5%
WFA
1088
WMG Financial Advisors
Tennessee
$458K +$10K +323 +2%
BWM
1089
Brickley Wealth Management
California
$455K +$9.48K +305 +2%
WW
1090
Waterfront Wealth
Kansas
$454K
LIA
1091
Lynx Investment Advisory
District of Columbia
$453K +$41.7K +1,342 +9%
AA
1092
Auctus Advisors
North Carolina
$452K +$107K +3,444 +29%
PWMAG
1093
Pinnacle Wealth Management Advisory Group
New Jersey
$448K -$746 -24 -0.2%
GWP
1094
Gateway Wealth Partners
Wisconsin
$447K +$477K +15,357 New
FGWP
1095
Founders Grove Wealth Partners
Virginia
$445K +$3.54K +114 +0.8%
LFA
1096
Legend Financial Advisors
Pennsylvania
$444K -$253K -8,140 -35%
AO
1097
Advisor OS
Illinois
$444K -$3.92K -126 -0.8%
ZRP
1098
Zynergy Retirement Planning
New Jersey
$444K -$45.9K -1,477 -9%
AGA
1099
Arkos Global Advisors
Texas
$443K
IWA
1100
IVC Wealth Advisors
Pennsylvania
$441K -$49.7K -1,600 -10%

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.