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Schwab US Large-Cap Growth ETF

1,611 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, 719 increasing their positions, 563 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: 1,6281,611 (-17)

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: 239211 (-28)

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
MWM
1101
Modern Wealth Management
Kansas
$435K
CGFA
1102
Colton Groome Financial Advisors
North Carolina
$435K
KL
1103
Keenan LLC
Massachusetts
$435K
WBC
1104
West Branch Capital
Massachusetts
$433K
SL
1105
SWMG LLC
Texas
$431K
KeyBank National Association
1106
KeyBank National Association
Ohio
$430K
CPC
1107
Consolidated Planning Corp
Georgia
$429K
PP
1108
Patten & Patten
Tennessee
$427K
RDWM
1109
Red Door Wealth Management
Tennessee
$426K
WHC
1110
Wulff, Hansen & Co
California
$423K
FG
1111
Fairman Group
Pennsylvania
$422K
DP
1112
Dearborn Partners
Illinois
$421K
PW
1113
PUREfi Wealth
Massachusetts
$419K
KA
1114
Klingman & Associates
New York
$419K
JPWM
1115
Jamison Private Wealth Management
Georgia
$417K
FWP
1116
Falcon Wealth Planning
California
$417K
TFG
1117
Tull Financial Group
Virginia
$415K
SIC
1118
Salem Investment Counselors
North Carolina
$414K
TA
1119
TFB Advisors
Kansas
$412K
GJIA
1120
Glass Jacobson Investment Advisors
Maryland
$410K
FPFC
1121
Financial Planning Fort Collins
Colorado
$408K
ATC
1122
Argent Trust Co
Tennessee
$407K
PMSA
1123
Patrick M. Sweeney & Associates
Illinois
$404K
YIM
1124
Yoffe Investment Management
Pennsylvania
$403K
PWP
1125
Pursue Wealth Partners
California
$400K