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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
DLCIG
1151
D.L. Carlson Investment Group
New Hampshire
$379K -$72.4K -2,330 -15%
QCM
1152
QRG Capital Management
Illinois
$379K +$121K +3,890 +43%
FWM
1153
ForthRight Wealth Management
Georgia
$377K
AWMI
1154
Aegis Wealth Management (Iowa)
Iowa
$375K -$13.3K -429 -3%
CFS
1155
Coordinated Financial Services
Colorado
$372K +$4.69K +151 +1%
SWA
1156
SOA Wealth Advisors
New York
$371K -$16.8K -541 -4%
GWANC
1157
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K
RF
1158
RHS Financial
California
$369K -$18.7K -600 -5%
FMP
1159
Financial Management Professionals
Texas
$368K -$56.6M -1,820,196 -99%
DPI
1160
Diversified Portfolios Inc
Michigan
$366K -$27.5K -885 -7%
GGI
1161
Godsey & Gibb Inc
Virginia
$366K -$16.2K -520 -4%
FCM
1162
Firestone Capital Management
Florida
$365K +$5.1K +164 +1%
PTC
1163
Private Trust Company
Ohio
$365K -$187K -6,007 -32%
HI
1164
Hudock Inc
Pennsylvania
$365K +$93 +3 +0%
TCOT
1165
Trust Company of Toledo
Ohio
$364K +$15.3K +492 +4%
LWP
1166
LFG Wealth Partners
Kentucky
$364K +$139K +4,466 +56%
ZIM
1167
Zacks Investment Management
Illinois
$364K -$1.37K -44 -0.4%
TCBWMS
1168
Texas Capital Bank Wealth Management Services
Texas
$362K
RL
1169
Retireful LLC
Michigan
$361K +$370K +11,899 New
MF
1170
Meridian Financial
Massachusetts
$360K -$3.89K -125 -1%
OE
1171
OFS Enterprise
Nebraska
$360K +$384K +12,345 New
PAW
1172
Plan A Wealth
Nebraska
$359K +$77.7K +2,499 +25%
FWM
1173
Finer Wealth Management
Massachusetts
$357K -$9.39K -302 -2%
SGI
1174
Summit Global Investments
Utah
$357K -$4.54K -146 -1%
FB
1175
Fulton Bank
Pennsylvania
$357K

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.