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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
SFA
126
Sequoia Financial Advisors
Ohio
$29.4M -$2.09M -67,262 -6%
I
127
INVST
Indiana
$29M -$1.12M -36,012 -3%
SFA
128
Seneca Financial Advisors
New York
$28.7M +$4.57M +146,864 +17%
ACM
129
Advisors Capital Management
New Jersey
$28.4M +$8.99M +289,292 +42%
CIA
130
Concurrent Investment Advisors
Florida
$28.4M -$460K -14,783 -1%
VH
131
Visionary Horizons
Tennessee
$28.3M -$2.45M -78,808 -7%
BA
132
Ballast Advisors
Minnesota
$28.2M +$2.88M +92,722 +11%
IA
133
IFP Advisors
Florida
$27.7M +$477K +15,354 +2%
C
134
Certuity
Florida
$27.7M +$6.52M +209,858 +28%
AQR Capital Management
135
AQR Capital Management
Connecticut
$27.7M +$9.92M +318,998 +51%
SPC
136
Sigma Planning Corp
Michigan
$27.5M -$1.07M -34,442 -4%
SF
137
Summit Financial
New Jersey
$27.3M +$4.52M +145,401 +18%
UW
138
Unique Wealth
Florida
$27.2M -$699K -22,485 -2%
MWM
139
Modera Wealth Management
New Jersey
$27.2M -$1.03M -33,201 -3%
IP
140
Ignite Planners
California
$27.1M -$539K -17,328 -2%
AIA
141
Ally Invest Advisors
North Carolina
$26.7M +$817K +26,268 +3%
MOS
142
MGO One Seven
Ohio
$26.7M +$74.3K +2,389 +0.3%
Citigroup
143
Citigroup
New York
$26.6M +$2.27M +73,032 +9%
PAG
144
Private Advisor Group
New Jersey
$26.6M -$3.69M -118,812 -12%
TPCW
145
TD Private Client Wealth
New York
$26.5M +$2.03M +65,326 +8%
CP
146
Capital Planning
Washington
$26.4M +$3.65M +117,398 +15%
GC
147
Garde Capital
Washington
$26.3M -$513K -16,517 -2%
MWM
148
Meridian Wealth Management
Kentucky
$25.5M +$692K +22,271 +3%
DP
149
Denver PWM
Colorado
$25.3M -$10.5M -338,249 -31%
MWM
150
MOR Wealth Management
Pennsylvania
$25.2M +$62K +1,995 +0.2%

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.