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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
MCA
1501
McGuire Capital Advisors
Oklahoma
$44.2K
SIM
1502
Synergy Investment Management
Florida
$42.8K +$45.7K +1,469 New
FCMT
1503
Founders Capital Management (Texas)
Texas
$42.3K +$560 +18 +1%
BWA
1504
Basecamp Wealth Advisors
Washington
$42.2K
MNA
1505
Manning & Napier Advisors
New York
$42.1K
CFSG
1506
Community Financial Services Group
Vermont
$40.2K +$42.5K +1,368 New
Mirae Asset Global ETFs Holdings
1507
Mirae Asset Global ETFs Holdings
Hong Kong
$38.1K +$40.6K +1,307 New
MFT
1508
Moisand Fitzgerald Tamayo
Florida
$38K
SL
1509
Salomon & Ludwin
Virginia
$36.3K
YDMI
1510
Y.D. More Investments
Israel
$31.8K
KG
1511
Kilter Group
New York
$31.4K -$223K -7,175 -87%
Group One Trading
1512
Group One Trading
Illinois
$30.6K -$870K -28,000 -96%
PFM
1513
Phillips Financial Management
Indiana
$29.6K
CFFP
1514
Center for Financial Planning
Michigan
$27.7K +$29.6K +951 New
KFI
1515
Key Financial Inc
Pennsylvania
$26.8K
PIP
1516
Philadelphia Investment Partners
New Jersey
$25.9K +$27.6K +888 New
VWA
1517
Valued Wealth Advisors
Utah
$25.3K +$3.98K +128 +17%
HR
1518
Howe & Rusling
New York
$25.2K +$2.98K +96 +13%
AP
1519
Advisortrust Partners
North Carolina
$25.1K +$26.8K +861 New
SC
1520
Swan Capital
Florida
$24.8K -$31.1K -999 -54%
FGAM
1521
Financial Gravity Asset Management
Texas
$23.8K
TWC
1522
TD Waterhouse Canada
Ontario, Canada
$23.5K +$24.9K +800 New
TBFA
1523
Three Bearings Fiduciary Advisors
New Hampshire
$23.4K
WA
1524
Westfuller Advisors
New York
$23.4K
CFS
1525
CGC Financial Services
Oregon
$23.3K -$8.05K -259 -24%

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.