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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
VC
101
Veery Capital
Delaware
$39.4M
FWI
102
Facet Wealth Inc
Maryland
$38.9M
RFA
103
Rollins Financial Advisors
New York
$38.8M
FAN
104
Financial Advisors Network
California
$38.5M
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$38.4M
MCA
106
Midwest Capital Advisors
Michigan
$37.6M
PWM
107
Provident Wealth Management
Tennessee
$37.4M
DB
108
Dravo Bay
Delaware
$37.2M
SIA
109
Serenity Investment Advisors
Illinois
$36.8M
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.8M
BDF
111
Black Diamond Financial
Maryland
$36.7M
FSWA
112
Financial Synergies Wealth Advisors
Texas
$36.1M
CL
113
Choreo LLC
Illinois
$36.1M
SWM
114
SK Wealth Management
Rhode Island
$34.9M
CAG
115
Curtis Advisory Group
California
$34.8M
MAG
116
Mokosak Advisory Group
Iowa
$34.7M
NG
117
Novem Group
New York
$33.8M
FCA
118
FLC Capital Advisors
California
$33.4M
JIC
119
Johnson Investment Counsel
Ohio
$32.3M
VNA
120
Valley National Advisers
Pennsylvania
$30.9M
RCM
121
Richardson Capital Management
Wisconsin
$30.4M
FCA
122
Fortis Capital Advisors
Kansas
$30.4M
CFS
123
CRA Financial Services
New Jersey
$30.2M
MIA
124
Milestone Investment Advisors
Wisconsin
$29.8M
AF
125
Allworth Financial
California
$29.4M