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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
AWMI
1151
Aegis Wealth Management (Iowa)
Iowa
$375K
CFS
1152
Coordinated Financial Services
Colorado
$372K
SWA
1153
SOA Wealth Advisors
New York
$371K
GWANC
1154
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K
RF
1155
RHS Financial
California
$369K
FMP
1156
Financial Management Professionals
Texas
$368K
DPI
1157
Diversified Portfolios Inc
Michigan
$366K
GGI
1158
Godsey & Gibb Inc
Virginia
$366K
FCM
1159
Firestone Capital Management
Florida
$365K
PTC
1160
Private Trust Company
Ohio
$365K
HI
1161
Hudock Inc
Pennsylvania
$365K
TCOT
1162
Trust Company of Toledo
Ohio
$364K
LWP
1163
LFG Wealth Partners
Kentucky
$364K
ZIM
1164
Zacks Investment Management
Illinois
$364K
TCBWMS
1165
Texas Capital Bank Wealth Management Services
Texas
$362K
RL
1166
Retireful LLC
Michigan
$361K
MF
1167
Meridian Financial
Massachusetts
$360K
OE
1168
OFS Enterprise
Nebraska
$360K
PAW
1169
Plan A Wealth
Nebraska
$359K
FWM
1170
Finer Wealth Management
Massachusetts
$357K
SGI
1171
Summit Global Investments
Utah
$357K
FB
1172
Fulton Bank
Pennsylvania
$357K
CFS
1173
Cannon Financial Strategists
Georgia
$355K
NAM
1174
NTV Asset Management
West Virginia
$355K
UA
1175
URS Advisory
Florida
$350K