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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
BH
1451
Burk Holdings
Oklahoma
$83.4K +$89K +2,864 New
TC
1452
Trust Company
Kansas
$78.2K +$31.4K +1,011 +60%
W
1453
WealthCollab
Washington
$76.3K
CVM
1454
Cheviot Value Management
California
$73.5K +$93 +3 +0.1%
NF
1455
Napier Financial
Massachusetts
$73.4K +$78.4K +2,521 New
LAMC
1456
Longview Asset Management (California)
California
$73.1K
MAS
1457
MPWM Advisory Solutions
Georgia
$72.9K +$77.8K +2,503 New
EWM
1458
Evolution Wealth Management
Florida
$72.2K +$15.2K +490 +25%
KA
1459
Kozak & Associates
Colorado
$70.7K +$93 +3 +0.1%
BCM
1460
Blume Capital Management
California
$69.9K
HFS
1461
Horizon Financial Services
North Carolina
$67.9K
FCAS
1462
First Command Advisory Services
Texas
$67.8K -$56K -1,800 -44%
TPWA
1463
Twin Peaks Wealth Advisors
California
$67.4K +$71.9K +2,314 New
JFGIW
1464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K
DF
1465
Dunhill Financial
United Kingdom
$66.8K -$1.24K -40 -2%
HWP
1466
Highline Wealth Partners
California
$66.5K
WG
1467
Wellington Group
Indiana
$62.6K -$20.4K -657 -23%
CHC
1468
City Holding Co
West Virginia
$61.2K
CJ
1469
Caitlin John
Michigan
$61.1K +$6.81K +219 +12%
PH
1470
Pinnacle Holdings
Oklahoma
$60.2K +$64.3K +2,068 New
HWM
1471
HighMark Wealth Management
Minnesota
$59.9K -$222K -7,157 -78%
ZBNA
1472
Zions Bancorporation, National Association
Utah
$58.5K +$62.4K +2,007 New
AUB
1473
Atlantic Union Bankshares
Virginia
$58.1K +$26.1K +841 +73%
WA
1474
Whipplewood Advisors
Colorado
$57.2K
DPW
1475
DiNuzzo Private Wealth
Pennsylvania
$56.1K

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.