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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
JFA
1476
JNBA Financial Advisors
Minnesota
$55.9K -$31.4K -1,010 -34%
BHWM
1477
Beaird Harris Wealth Management
Texas
$55.7K
MIM
1478
MTM Investment Management
South Carolina
$55.2K
LAS
1479
Lloyd Advisory Services
Georgia
$54.7K -$435 -14 -0.7%
KFG
1480
Kingdom Financial Group
Arizona
$54.7K +$11.6K +373 +25%
DCM
1481
Dorato Capital Management
Colorado
$53.9K
MJRIC
1482
Mogy Joel R Investment Counsel
California
$53.8K
JWM
1483
JPL Wealth Management
Colorado
$53.6K +$57.2K +1,840 New
BSB
1484
Bangor Savings Bank
Maine
$53.6K -$6.22K -200 -10%
CCMI
1485
Creative Capital Management Investments
California
$53.6K +$404 +13 +0.7%
BWM
1486
Bernard Wealth Management
Michigan
$52.9K +$31 +1 +0.1%
SA
1487
Scarborough Advisors
Maryland
$52.7K +$56.3K +1,810 New
GI
1488
GAMMA Investing
California
$52.7K +$54.1K +1,741 +2,560%
RF
1489
Roxbury Financial
New Jersey
$52.3K -$124 -4 -0.2%
ME
1490
McIlrath & Eck
Washington
$52K
SWM
1491
SHP Wealth Management
Massachusetts
$51.2K -$16.4K -526 -23%
OCWP
1492
Owl Creek Wealth Partners
Colorado
$50.1K +$53.4K +1,718 New
WPA
1493
West Paces Advisors
Georgia
$49.8K
Simplex Trading
1494
Simplex Trading
Illinois
$49.5K +$52.9K +1,701 New
MWC
1495
MBM Wealth Consultants
Missouri
$48.2K +$51.4K +1,653 New
IA
1496
IFG Advisory
Georgia
$47.1K -$1.84M -59,154 -97%
SC
1497
SouthState Corp
Florida
$46.9K -$118K -3,787 -70%
AT
1498
Avalon Trust
New Mexico
$46.6K
TWD
1499
True Wealth Design
Ohio
$45.2K +$48.2K +1,551 New
RBC
1500
Roble Belko & Company
Pennsylvania
$45K +$404 +13 +0.8%

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.