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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
GSWM
1226
Golden State Wealth Management
California
$318K -$746 -24 -0.2%
SFO
1227
Stenger Family Office
Illinois
$318K +$59.3K +1,906 +25%
GA
1228
GoalVest Advisory
New York
$317K
CPA
1229
Capital Performance Advisors
California
$317K -$1.31K -42 -0.4%
AWC
1230
Adamsbrown Wealth Consultants
Kansas
$316K -$1.4K -45 -0.4%
NGA
1231
Naples Global Advisors
Florida
$316K
IIM
1232
IFC & Insurance Marketing
California
$315K +$34.6K +1,112 +11%
WDG
1233
Wealth Dimensions Group
Ohio
$314K +$335K +10,777 New
UB
1234
Umpqua Bank
Oregon
$313K
VCM
1235
Vivaldi Capital Management
Illinois
$311K
FRA
1236
Frank Rimerman Advisors
California
$311K
BCM
1237
BTC Capital Management
Iowa
$311K +$332K +10,688 New
SEM
1238
Strategic Equity Management
Arizona
$309K
PRS
1239
Pinkerton Retirement Specialists
Idaho
$309K
AB
1240
Atlas Brown
Kentucky
$309K +$435 +14 +0.1%
TI
1241
Trexquant Investment
Connecticut
$308K +$29.6K +952 +10%
VAG
1242
VisionPoint Advisory Group
Texas
$307K +$12.6K +404 +4%
KOC
1243
Koss-Olinger Consulting
Florida
$307K -$1.4K -45 -0.4%
IPA
1244
Investment Planning Advisors
Georgia
$307K +$71.1K +2,288 +28%
AFG
1245
Albion Financial Group
Utah
$306K +$1.31K +42 +0.4%
CWA
1246
Cascade Wealth Advisors
Washington
$306K
HIS
1247
Harvest Investment Services
Illinois
$304K +$3.54K +114 +1%
CPC
1248
Cadia Private Client
New Jersey
$304K -$134K -4,295 -29%
LCWP
1249
Legacy Capital Wealth Partners
Arkansas
$300K -$50.4K -1,621 -14%
WRCM
1250
Western Reserve Capital Management
Ohio
$300K +$20.9K +671 +7%

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.