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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
2.64%
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
BWM
1401
BNC Wealth Management
Oregon
$235K -$14K -421 -6%
AIFAIM
1402
American Institute for Advanced Investment Management
Arizona
$235K
FWM
1403
Forza Wealth Management
Florida
$235K
HCP
1404
Hardin Capital Partners
South Carolina
$235K +$230K +6,933 New
BWM
1405
BlackDiamond Wealth Management
New York
$234K +$217K +6,537 New
BFS
1406
Beacon Financial Strategies
North Carolina
$232K +$22K +665 +11%
TF
1407
Tudor Financial
Ohio
$231K +$226K +6,827 New
EFN
1408
Equita Financial Network
Pennsylvania
$231K -$52.7K -1,591 -19%
Vanguard National Trust
1409
Vanguard National Trust
Pennsylvania
$230K
FWP
1410
Firethorn Wealth Partners
Georgia
$230K +$225K +6,805 New
IWP
1411
Innova Wealth Partners
Pennsylvania
$229K +$225K +6,775 New
RA
1412
Rodgers & Associates
Pennsylvania
$228K +$224K +6,748 New
RWM
1413
Rockwood Wealth Management
Pennsylvania
$228K +$223K +6,727 New
BSWM
1414
Boston Standard Wealth Management
Massachusetts
$227K +$220K +6,644 New
LIM
1415
Lathrop Investment Management
Arkansas
$226K -$13.3K -400 -6%
NWA
1416
Navis Wealth Advisors
New York
$225K -$36.5K -1,100 -14%
CPA
1417
Compass Planning Associates
Massachusetts
$225K +$221K +6,655 New
GFPC
1418
Global Financial Private Client
Florida
$224K +$220K +6,634 New
SFG
1419
Strive Financial Group
Indiana
$224K -$1.72K -52 -0.8%
RC
1420
Roundview Capital
New Jersey
$221K +$216K +6,520 New
CWS
1421
Cypress Wealth Services
California
$220K +$215K +6,499 New
EV
1422
EJMK Ventures
Illinois
$219K -$44.5K -1,343 -17%
SAM
1423
Secure Asset Management
Michigan
$219K -$6.79M -204,895 -97%
FNA
1424
First National Advisers
Nebraska
$218K +$214K +6,456 New
SCM
1425
Saxony Capital Management
Missouri
$218K -$51.1K -1,543 -19%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,659 of the 8,273 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.