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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
TFA
1326
TrustWell Financial Advisors
Florida
$238K
TPI
1327
Trust Point Inc
Wisconsin
$238K
WFM
1328
Wolff Financial Management
Michigan
$235K
MFC
1329
Morris Financial Concepts
South Carolina
$235K
SIA
1330
SeaBridge Investment Advisors
New Jersey
$234K
MHWM
1331
Montz Harcus Wealth Management
Louisiana
$234K
MAWAG
1332
Mid-American Wealth Advisory Group
Missouri
$233K
GAM
1333
Gotham Asset Management
New York
$233K
NFG
1334
Nations Financial Group
Iowa
$233K
FFO
1335
Fiduciary Family Office
Florida
$233K
SCM
1336
Saxony Capital Management
Missouri
$233K
CAG
1337
Crestwood Advisors Group
Massachusetts
$231K
FPCP
1338
Fort Point Capital Partners
California
$230K
IWS
1339
Insight Wealth Strategies
California
$230K
AMIM
1340
Aull & Monroe Investment Management
Alabama
$230K
HIC
1341
Hartline Investment Corp
Illinois
$229K
WHCFA
1342
William Howard & Co Financial Advisors
Tennessee
$229K
EV
1343
EJMK Ventures
Illinois
$228K
FFP
1344
FourThought Financial Partners
Florida
$226K
LL
1345
LPWM LLC
Minnesota
$226K
NWA
1346
Navis Wealth Advisors
New York
$226K
VCM
1347
Virtue Capital Management
Tennessee
$226K
LCAM
1348
London & Capital Asset Management
United Kingdom
$226K
Qube Research & Technologies (QRT)
1349
Qube Research & Technologies (QRT)
United Kingdom
$225K
Barclays
1350
Barclays
United Kingdom
$225K