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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
SFO
1126
Stokes Family Office
Louisiana
$396K
MIM
1127
Marshall Investment Management
Colorado
$393K
ACA
1128
Ascension Capital Advisors
Texas
$393K
BFG
1129
Beacon Financial Group
Texas
$391K
SPA
1130
Sentinel Pension Advisors
Massachusetts
$391K
IFPL
1131
Investments & Financial Planning LLC
Kentucky
$390K
KFP
1132
Kerr Financial Planning
California
$390K
BTWM
1133
Baker Tilly Wealth Management
Wisconsin
$390K
CWM
1134
CCG Wealth Management
California
$389K
WE
1135
Wealth Effects
Massachusetts
$388K
WIM
1136
WealthPlan Investment Management
Nebraska
$388K
FSBI
1137
Fearless Solutions (Best Invest)
Texas
$387K
SSWM
1138
Smith Salley Wealth Management
North Carolina
$385K
HFA
1139
Hershey Financial Advisers
Pennsylvania
$385K
BMCM
1140
Bryn Mawr Capital Management
Pennsylvania
$385K
TIA
1141
Traphagen Investment Advisors
New Jersey
$382K
SFG
1142
SageGuard Financial Group
Tennessee
$381K
IAG
1143
Ipsen Advisor Group
Arkansas
$379K
DLCIG
1144
D.L. Carlson Investment Group
New Hampshire
$379K
QCM
1145
QRG Capital Management
Illinois
$379K
FWM
1146
ForthRight Wealth Management
Georgia
$377K
AWMI
1147
Aegis Wealth Management (Iowa)
Iowa
$375K
CFS
1148
Coordinated Financial Services
Colorado
$372K
SWA
1149
SOA Wealth Advisors
New York
$371K
GWANC
1150
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K