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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
PMSA
1126
Patrick M. Sweeney & Associates
Illinois
$404K +$7.77K +250 +2%
YIM
1127
Yoffe Investment Management
Pennsylvania
$403K
PWP
1128
Pursue Wealth Partners
California
$400K
PMG
1129
Private Management Group
California
$400K +$342 +11 +0.1%
AC
1130
Asio Capital
Kentucky
$400K
IRP
1131
Investment Research Partners
Pennsylvania
$399K -$11.5K -370 -3%
AW
1132
Ankerstar Wealth
Texas
$398K -$141K -4,526 -25%
SFO
1133
Stokes Family Office
Louisiana
$396K -$51.2K -1,647 -11%
MIM
1134
Marshall Investment Management
Colorado
$393K -$4.76K -153 -1%
ACA
1135
Ascension Capital Advisors
Texas
$393K +$73.6K +2,367 +21%
BFG
1136
Beacon Financial Group
Texas
$391K -$18.4K -592 -4%
SPA
1137
Sentinel Pension Advisors
Massachusetts
$391K -$19.3K -622 -4%
IFPL
1138
Investments & Financial Planning LLC
Kentucky
$390K +$46.8K +1,505 +13%
KFP
1139
Kerr Financial Planning
California
$390K +$218 +7 +0.1%
BTWM
1140
Baker Tilly Wealth Management
Wisconsin
$390K -$10.3K -332 -2%
CWM
1141
CCG Wealth Management
California
$389K +$29.1K +936 +8%
WE
1142
Wealth Effects
Massachusetts
$388K
WIM
1143
WealthPlan Investment Management
Nebraska
$388K -$86.8K -2,792 -17%
FSBI
1144
Fearless Solutions (Best Invest)
Texas
$387K -$28K -900 -6%
SSWM
1145
Smith Salley Wealth Management
North Carolina
$385K -$25.6K -824 -6%
HFA
1146
Hershey Financial Advisers
Pennsylvania
$385K -$57.7K -1,855 -12%
BMCM
1147
Bryn Mawr Capital Management
Pennsylvania
$385K +$159K +5,126 +63%
TIA
1148
Traphagen Investment Advisors
New Jersey
$382K +$9.79K +315 +2%
SFG
1149
SageGuard Financial Group
Tennessee
$381K -$242K -7,798 -37%
IAG
1150
Ipsen Advisor Group
Arkansas
$379K -$42.8K -1,378 -10%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.