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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
SGFG
1526
Silver Grove Financial Group
New York
$23.2K +$24.7K +796 New
CBT
1527
Crews Bank & Trust
Florida
$22.5K
AP
1528
Atwood & Palmer
Missouri
$22.3K +$31 +1 +0.1%
AWM
1529
Activest Wealth Management
Florida
$21.8K +$62 +2 +0.3%
EA
1530
Evergreen Advisors
Tennessee
$21.1K +$22.5K +725 New
AGWCA
1531
Annis Gardner Whiting Capital Advisors
Florida
$21K +$10K +322 +81%
BCMIO
1532
Beacon Capital Management Inc (Ohio)
Ohio
$20.4K +$16.1K +518 +282%
BCM
1533
Basso Capital Management
Connecticut
$20.2K
MHR
1534
Matthew Hamilton Rosenberg
$19.1K
ACM
1535
Anfield Capital Management
California
$18.9K
GF
1536
GGM Financials
Ohio
$18.8K +$31 +1 +0.2%
RFG
1537
REAP Financial Group
Texas
$18.4K -$27.7K -890 -59%
CTA
1538
Colonial Trust Advisors
South Carolina
$18.2K
IRAG
1539
Investment Research & Advisory Group
Georgia
$17.9K +$124 +4 +0.7%
AEPWM
1540
Atlantic Edge Private Wealth Management
Florida
$17.7K
AWM
1541
Aberdeen Wealth Management
Illinois
$17.5K -$1.71K -55 -8%
AF
1542
Alerus Financial
North Dakota
$16.9K
RIL
1543
Rothschild Investment LLC
Illinois
$16.8K +$31 +1 +0.2%
TWM
1544
Topsail Wealth Management
North Carolina
$16.3K +$17.4K +561 New
TCM
1545
Triumph Capital Management
Colorado
$16.2K +$9.92K +319 +135%
MWM
1546
Mosley Wealth Management
California
$16.1K +$15.7K +504 New
VR
1547
Vision Retirement
New Jersey
$15.7K +$16.8K +539 New
NWMP
1548
Noble Wealth Management PBC
Colorado
$15.4K -$4.66K -150 -22%
JFG
1549
JDM Financial Group
Texas
$14.9K
TLFA
1550
True Link Financial Advisors
California
$14.9K +$15.9K +512 New

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.