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Schwab US Large-Cap Growth ETF

1,623 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 114 funds opening new positions, 727 increasing their positions, 565 reducing their positions, and 95 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

29% more repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 565

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

1.99% more ownership

Funds ownership: 53.47%55.46% (+2%)

1% less funds holding

Funds holding: 1,6331,623 (-10)

6% less capital invested

Capital invested by funds: $28.3B → $26.4B (-$1.81B)

11% less funds holding in top 10

Funds holding in top 10: 240213 (-27)

Holders
1,623
Holders Change
-10
Holders Change %
-0.61%
% of All Funds
19.86%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
2.61%
New
114
Increased
727
Reduced
565
Closed
95
Calls
$13.3M
Puts
$7.78M
Net Calls
+$5.56M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1401
Forza Wealth Management
Florida
$202K
APW
1402
Axim Planning & Wealth
Ohio
$201K +$214K +6,884 New
Vanguard National Trust
1403
Vanguard National Trust
Pennsylvania
$198K +$212K +6,807 New
SFG
1404
Strive Financial Group
Indiana
$194K +$1.83K +59 +0.9%
PCM
1405
Palouse Capital Management
Washington
$188K +$560 +18 +0.3%
HNB
1406
Huntington National Bank
Ohio
$187K
PAI
1407
Pittenger & Anderson Inc
Nebraska
$187K -$42.9K -1,380 -18%
PSB
1408
Piscataqua Savings Bank
New Hampshire
$185K +$197K +6,334 New
BFS
1409
Beacon Financial Strategies
North Carolina
$180K
MWA
1410
Merkkuri Wealth Advisors
New York
$179K +$249 +8 +0.1%
AIM
1411
Anchor Investment Management
South Carolina
$177K
HWA
1412
Heritage Wealth Advisors
Virginia
$174K -$5.38K -173 -3%
PK
1413
Pflug Koory
Nebraska
$171K +$218 +7 +0.1%
QC
1414
Quent Capital
New York
$170K -$8.49K -273 -4%
CT
1415
Clearstead Trust
Maine
$168K
RMP
1416
Richards, Merrill & Peterson
Washington
$167K -$60.6K -1,950 -25%
UCB
1417
United Community Bank
South Carolina
$163K
BIA
1418
Bell Investment Advisors
California
$163K +$12K +385 +7%
National Bank of Canada
1419
National Bank of Canada
Quebec, Canada
$161K -$16.8M -539,975 -99%
FFG
1420
Forum Finance Group
$158K +$208K +6,700 New
TRCT
1421
Tower Research Capital (TRC)
New York
$156K -$2.32M -74,770 -93%
KSB
1422
Kennebec Savings Bank
Maine
$153K +$155 +5 +0.1%
SIS
1423
Sound Income Strategies
Florida
$152K +$139K +4,478 +634%
MWM
1424
Magnolia Wealth Management
Alabama
$151K +$162K +5,200 New
QCG
1425
Quadrant Capital Group
Ohio
$147K -$10.1K -325 -6%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,623 of the 8,172 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 6.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SCHG positions and 95 closed out — a net gain of 19 holders — while 727 added to existing stakes and 565 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $457M. The largest seller was MML Investors Services, cutting an estimated $82.6M.

  • 1,623 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2026, down from 1,633 in Q4 2025.
  • Funds reported $26.4B of Schwab US Large-Cap Growth ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
  • 114 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2026 and 95 closed out, a net change of +19 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.