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
YIH
1301
Y-Intercept (HK)
Hong Kong
$262K +$279K +8,989 New
SI
1302
Saxon Interests
Texas
$262K
PRI
1303
Prepared Retirement Institute
Pennsylvania
$261K +$16.5K +532 +6%
Legacy Financial Group (Iowa)
1304
Legacy Financial Group (Iowa)
Iowa
$260K +$280 +9 +0.1%
PFA
1305
Pathway Financial Advisers
Indiana
$260K +$56.3K +1,810 +25%
PI
1306
PFG Investments
New York
$256K +$82K +2,637 +43%
OA
1307
Operose Advisors
Wisconsin
$255K -$13.3K -427 -5%
PPC
1308
Pennington Partners & Co
Maryland
$255K +$272K +8,754 New
KWS
1309
Keystone Wealth Services
California
$255K -$67.7K -2,179 -20%
PWC
1310
Pathfinder Wealth Consulting
North Carolina
$254K
EFL
1311
ERn Financial LLC
Wisconsin
$254K +$76.2K +2,450 +39%
FWM
1312
Fonville Wealth Management
Virginia
$253K +$4.82K +155 +2%
CWM
1313
Cahaba Wealth Management
Georgia
$252K +$342 +11 +0.1%
OWCM
1314
One Wealth Capital Management
Arizona
$252K -$25.1K -809 -10%
Empower Advisory Group
1315
Empower Advisory Group
Colorado
$250K +$267K +8,588 New
FDW
1316
Fourth Dimension Wealth
Ohio
$249K +$4.54K +146 +2%
SG Americas Securities
1317
SG Americas Securities
New York
$249K +$265K +8,534 New
MCP
1318
Mirador Capital Partners
California
$248K +$6.87K +221 +3%
FEM
1319
Fulcrum Equity Management
Texas
$247K -$583K -18,764 -69%
WFS
1320
Weitzel Financial Services
Iowa
$246K +$19.8K +638 +8%
SWG
1321
Summit Wealth Group
Vermont
$246K
PB
1322
Pinnacle Bancorp
Nebraska
$246K
TCM
1323
Telos Capital Management
California
$246K -$9.29K -299 -3%
RWA
1324
River Wealth Advisors
Pennsylvania
$245K +$262K +8,415 New
EFN
1325
Equita Financial Network
Pennsylvania
$245K -$1.68K -54 -0.6%

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.