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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
AP
1526
Advisortrust Partners
North Carolina
$25.1K +$26.8K +861 New
SC
1527
Swan Capital
Florida
$24.8K -$31.1K -999 -54%
FGAM
1528
Financial Gravity Asset Management
Texas
$23.8K
RWM
1529
Raffa Wealth Management
District of Columbia
$23.7K
TWC
1530
TD Waterhouse Canada
Ontario, Canada
$23.5K +$24.9K +800 New
TBFA
1531
Three Bearings Fiduciary Advisors
New Hampshire
$23.4K
WA
1532
Westfuller Advisors
New York
$23.4K
CFS
1533
CGC Financial Services
Oregon
$23.3K -$8.05K -259 -24%
SGFG
1534
Silver Grove Financial Group
New York
$23.2K +$24.7K +796 New
CBT
1535
Crews Bank & Trust
Florida
$22.5K
AP
1536
Atwood & Palmer
Missouri
$22.3K +$31 +1 +0.1%
AWM
1537
Activest Wealth Management
Florida
$21.8K +$62 +2 +0.3%
EA
1538
Evergreen Advisors
Tennessee
$21.1K +$22.5K +725 New
AGWCA
1539
Annis Gardner Whiting Capital Advisors
Florida
$21K +$10K +322 +81%
BCMIO
1540
Beacon Capital Management Inc (Ohio)
Ohio
$20.4K +$16.1K +518 +282%
BCM
1541
Basso Capital Management
Connecticut
$20.2K
MHR
1542
Matthew Hamilton Rosenberg
$19.1K
ACM
1543
Anfield Capital Management
California
$18.9K
GF
1544
GGM Financials
Ohio
$18.8K +$31 +1 +0.2%
RFG
1545
REAP Financial Group
Texas
$18.4K -$27.7K -890 -59%
CTA
1546
Colonial Trust Advisors
South Carolina
$18.2K
IRAG
1547
Investment Research & Advisory Group
Georgia
$17.9K +$124 +4 +0.7%
AEPWM
1548
Atlantic Edge Private Wealth Management
Florida
$17.7K
AWM
1549
Aberdeen Wealth Management
Illinois
$17.5K -$1.71K -55 -8%
AF
1550
Alerus Financial
North Dakota
$16.9K

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.