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Schwab US Large-Cap Growth ETF

1,603 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 112 funds opening new positions, 715 increasing their positions, 561 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:

1% less funds holding

Funds holding: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
SL
1101
SWMG LLC
Texas
$431K
KeyBank National Association
1102
KeyBank National Association
Ohio
$430K
CPC
1103
Consolidated Planning Corp
Georgia
$429K
PP
1104
Patten & Patten
Tennessee
$427K
RDWM
1105
Red Door Wealth Management
Tennessee
$426K
WHC
1106
Wulff, Hansen & Co
California
$423K
FG
1107
Fairman Group
Pennsylvania
$422K
DP
1108
Dearborn Partners
Illinois
$421K
PW
1109
PUREfi Wealth
Massachusetts
$419K
KA
1110
Klingman & Associates
New York
$419K
JPWM
1111
Jamison Private Wealth Management
Georgia
$417K
FWP
1112
Falcon Wealth Planning
California
$417K
TFG
1113
Tull Financial Group
Virginia
$415K
SIC
1114
Salem Investment Counselors
North Carolina
$414K
TA
1115
TFB Advisors
Kansas
$412K
GJIA
1116
Glass Jacobson Investment Advisors
Maryland
$410K
FPFC
1117
Financial Planning Fort Collins
Colorado
$408K
ATC
1118
Argent Trust Co
Tennessee
$407K
PMSA
1119
Patrick M. Sweeney & Associates
Illinois
$404K
YIM
1120
Yoffe Investment Management
Pennsylvania
$403K
PWP
1121
Pursue Wealth Partners
California
$400K
PMG
1122
Private Management Group
California
$400K
AC
1123
Asio Capital
Kentucky
$400K
IRP
1124
Investment Research Partners
Pennsylvania
$399K
AW
1125
Ankerstar Wealth
Texas
$398K