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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
WTA
1426
Washington Trust Advisors
Massachusetts
$146K +$218 +7 +0.1%
TCM
1427
TD Capital Management
Tennessee
$143K +$218 +7 +0.1%
FHC
1428
First Horizon Corporation
Tennessee
$140K
LWM
1429
Lodestone Wealth Management
Washington
$140K +$404 +13 +0.3%
HHGA
1430
Halbert Hargrove Global Advisors
California
$130K -$2.95K -95 -2%
CNBTD
1431
Citizens National Bank Trust Department
Mississippi
$126K
BIAS
1432
Beacon Investment Advisory Services
New Jersey
$124K +$133K +4,268 New
MSG
1433
Main Street Group
Virginia
$124K +$132K +4,240 New
SAP
1434
Strategic Advisory Partners
North Carolina
$121K +$130K +4,168 New
CCAM
1435
Cascades Capital Asset Management
North Carolina
$120K
VCM
1436
Versant Capital Management
Arizona
$119K +$62 +2 +0%
MLA
1437
MB, Levis & Associates
Pennsylvania
$117K +$155 +5 +0.1%
SFAM
1438
Sawyer Falduto Asset Management
Illinois
$117K -$15.2K -489 -11%
LB
1439
Legacy Bridge
Iowa
$117K
CMBA
1440
C.M. Bidwell & Associates
Hawaii
$114K -$155 -5 -0.1%
FF
1441
Friedenthal Financial
New Jersey
$113K
HPC
1442
HM Payson & Co
Maine
$111K -$46K -1,481 -28%
AWM
1443
Abound Wealth Management
Tennessee
$110K +$57.5K +1,849 +96%
BFPW
1444
BOK Financial Private Wealth
Colorado
$110K -$1.74K -56 -1%
PS
1445
Pinney & Scofield
Massachusetts
$110K
PWMA
1446
Pension & Wealth Management Advisors
Massachusetts
$107K +$155 +5 +0.1%
YP
1447
YANKCOM Partnership
South Dakota
$106K -$30.5K -980 -21%
WWM
1448
Wolff Wiese Magana
California
$104K -$62 -2 -0.1%
TFGT
1449
TS Financial Group (TSFG)
Illinois
$102K
T
1450
Tidemark
California
$95.5K

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.