We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

1,659 hedge funds and large institutions have $32.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 740 increasing their positions, 546 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $9.73M

88% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 75

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 546

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.9B)

2% more funds holding in top 10

Funds holding in top 10: 213218 (+5)

2% more funds holding

Funds holding: 1,6231,659 (+36)

0.72% less ownership

Funds ownership: 55.46%54.73% (-0.72%)

Holders
1,659
Holders Change
+36
Holders Change %
+2.22%
% of All Funds
20.05%
Holding in Top 10
218
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.35%
% of All Funds
2.63%
New
141
Increased
740
Reduced
546
Closed
75
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
1351
Montz Harcus Wealth Management
Louisiana
$270K -$1.96K -59 -0.7%
RWA
1352
River Wealth Advisors
Pennsylvania
$270K -$14.9K -449 -5%
IWS
1353
Insight Wealth Strategies
California
$269K
AMIM
1354
Aull & Monroe Investment Management
Alabama
$269K +$2.19K +66 +0.8%
MB
1355
MidFirst Bank
Oklahoma
$269K +$263K +7,944 New
CAG
1356
Crestwood Advisors Group
Massachusetts
$268K
FPCP
1357
Fort Point Capital Partners
California
$268K
CWA
1358
Crusonia Wealth Advisors
Colorado
$267K +$23.5K +709 +10%
HIC
1359
Holderness Investments Company
North Carolina
$266K +$19K +573 +8%
WHCFA
1360
William Howard & Co Financial Advisors
Tennessee
$266K +$265 +8 +0.1%
BWG
1361
Boomfish Wealth Group
Georgia
$265K +$260K +7,834 New
MW
1362
Marrick Wealth
California
$265K +$259K +7,820 New
FFP
1363
FourThought Financial Partners
Florida
$263K
SDWIA
1364
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$261K +$3.15K +95 +1%
Barclays
1365
Barclays
United Kingdom
$261K
FFA
1366
Fi3 Financial Advisors
Indiana
$261K -$749K -22,614 -73%
CA
1367
Crewe Advisors
Utah
$261K
PWM
1368
Penobscot Wealth Management
Maine
$260K +$630 +19 +0.2%
BWP
1369
Balboa Wealth Partners
Arizona
$258K +$253K +7,636 New
ACP
1370
Aviance Capital Partners
Florida
$258K +$252K +7,619 New
RIM
1371
Redwood Investment Management
Arizona
$257K +$166 +5 +0.1%
AF
1372
Apollon Financial
South Carolina
$256K +$19.1K +577 +8%
TFA
1373
TrustWell Financial Advisors
Florida
$256K -$20.1K -606 -7%
CIA
1374
Cladis Investment Advisory
Montana
$255K
EWP
1375
Elevation Wealth Partners
California
$255K -$5.9K -178 -2%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,659 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2026, worth a combined $32.3B — up 22% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHG positions and 75 closed out — a net gain of 66 holders — while 740 added to existing stakes and 546 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,659 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2026, up from 1,623 in Q1 2026.
  • Funds reported $32.3B of Schwab US Large-Cap Growth ETF stock for Q2 2026, up 22% quarter-over-quarter.
  • 141 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2026 and 75 closed out, a net change of +66 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2026 was Charles Schwab, an estimated $2.6B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2026 was Mather Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2026.