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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
TFA
1451
Toth Financial Advisory
Virginia
$95.4K +$249 +8 +0.2%
AIA
1452
Armor Investment Advisors
North Carolina
$95K
AIP
1453
Ameritas Investment Partners
Nebraska
$91.1K
DJSG
1454
D.J. St. Germain
Massachusetts
$87.8K +$31 +1 +0%
RF
1455
RetireMitten Financial
Michigan
$86.2K +$92K +2,959 New
JHCP
1456
Jackson Hole Capital Partners
Oklahoma
$83.9K
SHIM
1457
Stone House Investment Management
Pennsylvania
$83.6K +$30.8K +990 +53%
BH
1458
Burk Holdings
Oklahoma
$83.4K +$89K +2,864 New
TC
1459
Trust Company
Kansas
$78.2K +$31.4K +1,011 +60%
W
1460
WealthCollab
Washington
$76.3K
CVM
1461
Cheviot Value Management
California
$73.5K +$93 +3 +0.1%
NF
1462
Napier Financial
Massachusetts
$73.4K +$78.4K +2,521 New
LAMC
1463
Longview Asset Management (California)
California
$73.1K
MAS
1464
MPWM Advisory Solutions
Georgia
$72.9K +$77.8K +2,503 New
EWM
1465
Evolution Wealth Management
Florida
$72.2K +$15.2K +490 +25%
KA
1466
Kozak & Associates
Colorado
$70.7K +$93 +3 +0.1%
BCM
1467
Blume Capital Management
California
$69.9K
HFS
1468
Horizon Financial Services
North Carolina
$67.9K
FCAS
1469
First Command Advisory Services
Texas
$67.8K -$56K -1,800 -44%
TPWA
1470
Twin Peaks Wealth Advisors
California
$67.4K +$71.9K +2,314 New
JFGIW
1471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K
DF
1472
Dunhill Financial
United Kingdom
$66.8K -$1.24K -40 -2%
HWP
1473
Highline Wealth Partners
California
$66.5K
WG
1474
Wellington Group
Indiana
$62.6K -$20.4K -657 -23%
CHC
1475
City Holding Co
West Virginia
$61.2K

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.