We are live on ! Find out more
SCHG icon

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
EWM
1251
Evermay Wealth Management
Virginia
$299K
CAMG
1252
CWA Asset Management Group
Florida
$299K +$105K +3,364 +49%
LSWP
1253
Liberty Square Wealth Partners
Pennsylvania
$299K -$3.79K -122 -1%
RW
1254
REDW Wealth
New Mexico
$299K
BW
1255
Basepoint Wealth
Iowa
$298K +$59.9K +1,926 +23%
MAC
1256
Mason & Associates (California)
California
$297K
BAG
1257
Bauman Advisory Group
Nevada
$296K -$7.16M -230,220 -96%
TC
1258
Tannin Capital
North Carolina
$294K -$870 -28 -0.3%
BFWM
1259
Bright Futures Wealth Management
New York
$294K +$23.8K +765 +8%
FMI
1260
Financial Management Inc
Arkansas
$293K -$41.9K -1,348 -12%
LFAS
1261
Level Four Advisory Services
Texas
$292K +$312K +10,040 New
AIA
1262
Accelerate Investment Advisors
California
$292K +$6.96K +224 +2%
JTWM
1263
Jackson Thornton Wealth Management
Alabama
$290K
CNC
1264
Canandaigua National Corp
New York
$289K +$309K +9,936 New
SIC
1265
Sage Investment Counsel
Tennessee
$289K +$11.7K +377 +4%
TCOTS
1266
Trust Company of the South
North Carolina
$289K
HIM
1267
Hanlon Investment Management
New Jersey
$289K
KCPG
1268
Kavar Capital Partners Group
Kansas
$288K +$155 +5 +0.1%
BA
1269
Brightwater Advisory
Florida
$287K +$13.2K +426 +5%
SIM
1270
Studio Investment Management
Illinois
$287K +$38.8K +1,247 +15%
OFA
1271
Orographic Financial Advisors
Colorado
$286K +$306K +9,849 New
CWMK
1272
Caliber Wealth Management (Kansas)
Kansas
$286K -$2.11K -68 -0.7%
CCM
1273
Check Capital Management
California
$285K
LA
1274
LWM Advisors
California
$285K +$62 +2 +0%
WFAG
1275
Wescott Financial Advisory Group
Pennsylvania
$285K +$3.67K +118 +1%

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.