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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
VC
101
Veery Capital
Delaware
$39.4M +$1.03M +33,142 +3%
FWI
102
Facet Wealth Inc
Maryland
$38.9M +$8.6M +276,639 +26%
RFA
103
Rollins Financial Advisors
New York
$38.8M -$2.64M -84,778 -6%
FAN
104
Financial Advisors Network
California
$38.5M +$681K +21,915 +2%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$38.4M +$5.73M +184,341 +16%
MCA
106
Midwest Capital Advisors
Michigan
$37.6M +$15.6M +502,034 +64%
PWM
107
Provident Wealth Management
Tennessee
$37.4M +$96K +3,087 +0.2%
DB
108
Dravo Bay
Delaware
$37.2M +$1.91M +61,545 +5%
SIA
109
Serenity Investment Advisors
Illinois
$36.8M +$3.45M +111,080 +12%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.8M -$9.43M -303,485 -19%
BDF
111
Black Diamond Financial
Maryland
$36.7M +$2.76M +88,663 +8%
FSWA
112
Financial Synergies Wealth Advisors
Texas
$36.1M +$780K +25,085 +2%
CL
113
Choreo LLC
Illinois
$36.1M +$23.5M +756,586 +157%
SWM
114
SK Wealth Management
Rhode Island
$34.9M -$930K -29,902 -2%
CAG
115
Curtis Advisory Group
California
$34.8M +$233K +7,486 +0.6%
MAG
116
Mokosak Advisory Group
Iowa
$34.7M +$394K +12,667 +1%
NG
117
Novem Group
New York
$33.8M +$895K +28,805 +3%
FCA
118
FLC Capital Advisors
California
$33.4M +$1.57M +50,399 +5%
JIC
119
Johnson Investment Counsel
Ohio
$32.3M -$1.09M -34,992 -3%
VNA
120
Valley National Advisers
Pennsylvania
$30.9M +$2M +64,363 +6%
RCM
121
Richardson Capital Management
Wisconsin
$30.4M +$780K +25,078 +2%
FCA
122
Fortis Capital Advisors
Kansas
$30.4M +$293K +9,424 +0.9%
CFS
123
CRA Financial Services
New Jersey
$30.2M +$797K +25,642 +3%
MIA
124
Milestone Investment Advisors
Wisconsin
$29.8M +$238K +7,657 +0.8%
AF
125
Allworth Financial
California
$29.4M +$1.21M +38,900 +4%

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.