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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
Simplex Trading
1501
Simplex Trading
Illinois
$49.5K +$52.9K +1,701 New
MWC
1502
MBM Wealth Consultants
Missouri
$48.2K +$51.4K +1,653 New
IA
1503
IFG Advisory
Georgia
$47.1K -$1.84M -59,154 -97%
SC
1504
SouthState Corp
Florida
$46.9K -$118K -3,787 -70%
AT
1505
Avalon Trust
New Mexico
$46.6K
TWD
1506
True Wealth Design
Ohio
$45.2K +$48.2K +1,551 New
RBC
1507
Roble Belko & Company
Pennsylvania
$45K +$404 +13 +0.8%
MCA
1508
McGuire Capital Advisors
Oklahoma
$44.2K
SIM
1509
Synergy Investment Management
Florida
$42.8K +$45.7K +1,469 New
FCMT
1510
Founders Capital Management (Texas)
Texas
$42.3K +$560 +18 +1%
BWA
1511
Basecamp Wealth Advisors
Washington
$42.2K
MNA
1512
Manning & Napier Advisors
New York
$42.1K
CFSG
1513
Community Financial Services Group
Vermont
$40.2K +$42.5K +1,368 New
Mirae Asset Global ETFs Holdings
1514
Mirae Asset Global ETFs Holdings
Hong Kong
$38.1K +$40.6K +1,307 New
MFT
1515
Moisand Fitzgerald Tamayo
Florida
$38K
SL
1516
Salomon & Ludwin
Virginia
$36.3K
YDMI
1517
Y.D. More Investments
Israel
$31.8K
KG
1518
Kilter Group
New York
$31.4K -$223K -7,175 -87%
Group One Trading
1519
Group One Trading
Illinois
$30.6K -$870K -28,000 -96%
PFM
1520
Phillips Financial Management
Indiana
$29.6K
CFFP
1521
Center for Financial Planning
Michigan
$27.7K +$29.6K +951 New
KFI
1522
Key Financial Inc
Pennsylvania
$26.8K
PIP
1523
Philadelphia Investment Partners
New Jersey
$25.9K +$27.6K +888 New
VWA
1524
Valued Wealth Advisors
Utah
$25.3K +$3.98K +128 +17%
HR
1525
Howe & Rusling
New York
$25.2K +$2.98K +96 +13%

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.