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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
CJ
1476
Caitlin John
Michigan
$61.1K +$6.81K +219 +12%
PH
1477
Pinnacle Holdings
Oklahoma
$60.2K +$64.3K +2,068 New
HWM
1478
HighMark Wealth Management
Minnesota
$59.9K -$222K -7,157 -78%
ZBNA
1479
Zions Bancorporation, National Association
Utah
$58.5K +$62.4K +2,007 New
AUB
1480
Atlantic Union Bankshares
Virginia
$58.1K +$26.1K +841 +73%
WA
1481
Whipplewood Advisors
Colorado
$57.2K
DPW
1482
DiNuzzo Private Wealth
Pennsylvania
$56.1K
JFA
1483
JNBA Financial Advisors
Minnesota
$55.9K -$31.4K -1,010 -34%
BHWM
1484
Beaird Harris Wealth Management
Texas
$55.7K
MIM
1485
MTM Investment Management
South Carolina
$55.2K
LAS
1486
Lloyd Advisory Services
Georgia
$54.7K -$435 -14 -0.7%
KFG
1487
Kingdom Financial Group
Arizona
$54.7K +$11.6K +373 +25%
DCM
1488
Dorato Capital Management
Colorado
$53.9K
MJRIC
1489
Mogy Joel R Investment Counsel
California
$53.8K
JWM
1490
JPL Wealth Management
Colorado
$53.6K +$57.2K +1,840 New
BSB
1491
Bangor Savings Bank
Maine
$53.6K -$6.22K -200 -10%
CCMI
1492
Creative Capital Management Investments
California
$53.6K +$404 +13 +0.7%
BWM
1493
Bernard Wealth Management
Michigan
$52.9K +$31 +1 +0.1%
SA
1494
Scarborough Advisors
Maryland
$52.7K +$56.3K +1,810 New
GI
1495
GAMMA Investing
California
$52.7K +$54.1K +1,741 +2,560%
RF
1496
Roxbury Financial
New Jersey
$52.3K -$124 -4 -0.2%
ME
1497
McIlrath & Eck
Washington
$52K
SWM
1498
SHP Wealth Management
Massachusetts
$51.2K -$16.4K -526 -23%
OCWP
1499
Owl Creek Wealth Partners
Colorado
$50.1K +$53.4K +1,718 New
WPA
1500
West Paces Advisors
Georgia
$49.8K

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.