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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
GBWM
1101
Granite Bay Wealth Management
New Hampshire
$438K +$342 +11 +0.1%
GFWA
1102
Grey Fox Wealth Advisors
Delaware
$436K -$28.1K -903 -6%
MWM
1103
Manske Wealth Management
Texas
$435K
MWM
1104
Modern Wealth Management
Kansas
$435K -$2.34M -75,295 -84%
CGFA
1105
Colton Groome Financial Advisors
North Carolina
$435K -$105K -3,371 -18%
KL
1106
Keenan LLC
Massachusetts
$435K +$93 +3 +0%
WBC
1107
West Branch Capital
Massachusetts
$433K +$373 +12 +0.1%
SL
1108
SWMG LLC
Texas
$431K +$2.64K +85 +0.6%
KeyBank National Association
1109
KeyBank National Association
Ohio
$430K -$12.4K -400 -3%
CPC
1110
Consolidated Planning Corp
Georgia
$429K
PP
1111
Patten & Patten
Tennessee
$427K +$27.4K +881 +6%
RDWM
1112
Red Door Wealth Management
Tennessee
$426K +$218 +7 +0%
WHC
1113
Wulff, Hansen & Co
California
$423K +$38.7K +1,245 +9%
FG
1114
Fairman Group
Pennsylvania
$422K +$466 +15 +0.1%
DP
1115
Dearborn Partners
Illinois
$421K +$201K +6,450 +81%
PW
1116
PUREfi Wealth
Massachusetts
$419K
KA
1117
Klingman & Associates
New York
$419K -$67.1K -2,157 -13%
JPWM
1118
Jamison Private Wealth Management
Georgia
$417K +$25.8K +829 +6%
FWP
1119
Falcon Wealth Planning
California
$417K +$33.2K +1,069 +8%
TFG
1120
Tull Financial Group
Virginia
$415K -$20.2K -649 -4%
SIC
1121
Salem Investment Counselors
North Carolina
$414K +$146K +4,689 +49%
TA
1122
TFB Advisors
Kansas
$412K -$473K -15,204 -52%
GJIA
1123
Glass Jacobson Investment Advisors
Maryland
$410K +$295K +9,504 +208%
FPFC
1124
Financial Planning Fort Collins
Colorado
$408K -$25.6K -824 -6%
ATC
1125
Argent Trust Co
Tennessee
$407K +$124 +4 +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.