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Schwab US Large-Cap Growth ETF

1,657 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, 544 reducing their positions, and 74 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

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 544

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.88B)

2% more funds holding

Funds holding: 1,6231,657 (+34)

2% more funds holding in top 10

Funds holding in top 10: 213217 (+4)

0.75% less ownership

Funds ownership: 55.46%54.71% (-0.75%)

Holders
1,657
Holders Change
+34
Holders Change %
+2.09%
% of All Funds
20.05%
Holding in Top 10
217
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.88%
% of All Funds
2.63%
New
141
Increased
740
Reduced
544
Closed
74
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
126
MGO One Seven
Ohio
$34.7M +$3.56M +107,512 +12%
MIA
127
Milestone Investment Advisors
Wisconsin
$34M -$604K -18,230 -2%
Citigroup
128
Citigroup
New York
$33.9M +$2.88M +86,886 +10%
GC
129
Garde Capital
Washington
$33.7M +$3.09M +93,224 +10%
GRP
130
Global Retirement Partners
California
$33.5M +$32.8M +991,286 New
SFA
131
Sequoia Financial Advisors
Ohio
$33.5M -$552K -16,649 -2%
PWSG
132
Pacific Wealth Strategies Group
California
$33.3M +$11.3M +341,095 +53%
SF
133
Summit Financial
New Jersey
$33.1M +$1.31M +39,481 +4%
VH
134
Visionary Horizons
Tennessee
$33.1M +$158K +4,759 +0.5%
SPC
135
Sigma Planning Corp
Michigan
$32.7M +$723K +21,815 +2%
TF
136
Threadgill Financial
Texas
$32.3M +$20.1M +606,064 +171%
IA
137
IFP Advisors
Florida
$31.7M -$455K -13,741 -1%
DCM
138
Donaldson Capital Management
Indiana
$31.7M +$2.93M +88,526 +10%
IP
139
Ignite Planners
California
$31.7M +$171K +5,147 +0.6%
AIA
140
Ally Invest Advisors
North Carolina
$31.6M +$569K +17,169 +2%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.5M -$10.9M -330,270 -26%
BA
142
Ballast Advisors
Minnesota
$31M -$1.7M -51,152 -5%
MWM
143
Modera Wealth Management
New Jersey
$30.7M -$822K -24,811 -3%
TPCW
144
TD Private Client Wealth
New York
$30.2M -$584K -17,614 -2%
MWM
145
Meridian Wealth Management
Kentucky
$30.1M +$435K +13,130 +1%
KWM
146
KRM Wealth Management
Nevada
$30.1M +$1.92M +58,043 +7%
FFA
147
Farther Finance Advisors
California
$30M +$4.27M +128,924 +17%
MWM
148
Mission Wealth Management
California
$29.3M +$27.5M +829,053 +2,168%
PWM
149
Perigon Wealth Management
California
$29.3M +$505K +15,228 +2%
KNFPWM
150
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$29.2M +$555K +16,753 +2%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,657 of the 8,266 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 74 closed out — a net gain of 67 holders — while 740 added to existing stakes and 544 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,657 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 74 closed out, a net change of +67 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.