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
MP
1326
McDonald Partners
Ohio
$245K +$11.8K +380 +5%
AIS
1327
Accredited Investor Services
Minnesota
$244K -$40.2K -1,292 -13%
MA
1328
MCF Advisors
Kentucky
$244K -$6.22K -200 -2%
RCAG
1329
Rehmann Capital Advisory Group
Michigan
$243K +$260K +8,350 New
NS
1330
NBC Securities
Alabama
$243K -$44K -1,414 -14%
Franklin Resources
1331
Franklin Resources
California
$243K
CCMW
1332
Cypress Capital Management (Wyoming)
Wyoming
$240K +$3.82K +123 +2%
EB
1333
Emprise Bank
Kansas
$240K
DWA
1334
Davis Wealth Advisors
New Hampshire
$239K -$28.1K -903 -10%
TFA
1335
TrustWell Financial Advisors
Florida
$238K -$4.35K -140 -2%
TPI
1336
Trust Point Inc
Wisconsin
$238K +$254K +8,167 New
WFM
1337
Wolff Financial Management
Michigan
$235K
MFC
1338
Morris Financial Concepts
South Carolina
$235K
SIA
1339
SeaBridge Investment Advisors
New Jersey
$234K
MHWM
1340
Montz Harcus Wealth Management
Louisiana
$234K -$45.7K -1,469 -15%
MAWAG
1341
Mid-American Wealth Advisory Group
Missouri
$233K
GAM
1342
Gotham Asset Management
New York
$233K -$249K -8,000 -50%
NFG
1343
Nations Financial Group
Iowa
$233K +$20.6K +664 +9%
FFO
1344
Fiduciary Family Office
Florida
$233K -$59.7K -1,922 -19%
SCM
1345
Saxony Capital Management
Missouri
$233K +$48.6K +1,565 +24%
CAG
1346
Crestwood Advisors Group
Massachusetts
$231K
FPCP
1347
Fort Point Capital Partners
California
$230K
IWS
1348
Insight Wealth Strategies
California
$230K +$62 +2 +0%
AMIM
1349
Aull & Monroe Investment Management
Alabama
$230K +$17.3K +557 +8%
HIC
1350
Hartline Investment Corp
Illinois
$229K -$1.49K -48 -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.