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Schwab US Large-Cap Growth ETF

1,623 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 114 funds opening new positions, 727 increasing their positions, 565 reducing their positions, and 95 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

29% more repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 565

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

1.99% more ownership

Funds ownership: 53.47%55.46% (+2%)

1% less funds holding

Funds holding: 1,6331,623 (-10)

6% less capital invested

Capital invested by funds: $28.3B → $26.4B (-$1.81B)

11% less funds holding in top 10

Funds holding in top 10: 240213 (-27)

Holders
1,623
Holders Change
-10
Holders Change %
-0.61%
% of All Funds
19.86%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
2.61%
New
114
Increased
727
Reduced
565
Closed
95
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$39.5M +$9.53M +306,567 +28%
VC
102
Veery Capital
Delaware
$39.4M +$1.03M +33,142 +3%
FWI
103
Facet Wealth Inc
Maryland
$38.9M +$8.6M +276,639 +26%
RFA
104
Rollins Financial Advisors
New York
$38.8M -$2.64M -84,778 -6%
FAN
105
Financial Advisors Network
California
$38.5M +$681K +21,915 +2%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$38.4M +$5.73M +184,341 +16%
MCA
107
Midwest Capital Advisors
Michigan
$37.6M +$15.6M +502,034 +64%
PWM
108
Provident Wealth Management
Tennessee
$37.4M +$96K +3,087 +0.2%
DB
109
Dravo Bay
Delaware
$37.2M +$1.91M +61,545 +5%
SIA
110
Serenity Investment Advisors
Illinois
$36.8M +$3.45M +111,080 +12%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.8M -$9.43M -303,485 -19%
BDF
112
Black Diamond Financial
Maryland
$36.7M +$2.76M +88,663 +8%
FSWA
113
Financial Synergies Wealth Advisors
Texas
$36.1M +$780K +25,085 +2%
CL
114
Choreo LLC
Illinois
$36.1M +$23.5M +756,586 +157%
SWM
115
SK Wealth Management
Rhode Island
$34.9M -$930K -29,902 -2%
CAG
116
Curtis Advisory Group
California
$34.8M +$233K +7,486 +0.6%
MAG
117
Mokosak Advisory Group
Iowa
$34.7M +$394K +12,667 +1%
NG
118
Novem Group
New York
$33.8M +$895K +28,805 +3%
FCA
119
FLC Capital Advisors
California
$33.4M +$1.57M +50,399 +5%
JIC
120
Johnson Investment Counsel
Ohio
$32.3M -$1.09M -34,992 -3%
VNA
121
Valley National Advisers
Pennsylvania
$30.9M +$2M +64,363 +6%
RCM
122
Richardson Capital Management
Wisconsin
$30.4M +$780K +25,078 +2%
FCA
123
Fortis Capital Advisors
Kansas
$30.4M +$293K +9,424 +0.9%
CFS
124
CRA Financial Services
New Jersey
$30.2M +$797K +25,642 +3%
MIA
125
Milestone Investment Advisors
Wisconsin
$29.8M +$238K +7,657 +0.8%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,623 of the 8,172 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 6.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SCHG positions and 95 closed out — a net gain of 19 holders — while 727 added to existing stakes and 565 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,623 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,633 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
  • 114 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 95 closed out, a net change of +19 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.