SCHG icon

Schwab US Large-Cap Growth ETF

1,585 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 709 increasing their positions, 553 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$7.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1526
Morse Asset Management
Connecticut
$13.6K
HIA
1527
Harbor Investment Advisory
Maryland
$13.4K
LI
1528
LRI Investments
Florida
$13.1K
NFSG
1529
Newbridge Financial Services Group
Florida
$12.5K
1L
1530
10Elms LLP
Oklahoma
$11.4K
CSB
1531
City State Bank
Iowa
$11.2K
FCT
1532
First Community Trust
Iowa
$11.2K
CT
1533
Colonial Trust
South Carolina
$11K
PCA
1534
Providence Capital Advisors
North Carolina
$10.9K
OCM
1535
Osbon Capital Management
Massachusetts
$10.1K
TWIM
1536
TIAA Wealth Investment Management
New York
$9.96K
PWA
1537
Physician Wealth Advisors
Utah
$9.79K
VWM
1538
Valley Wealth Managers
New Jersey
$8.86K
GWS
1539
Greykasell Wealth Strategies
California
$8.77K
TCA
1540
Trifecta Capital Advisors
Illinois
$8.74K
AIC
1541
Archer Investment Corporation
Indiana
$8.46K
GWM
1542
Gilpin Wealth Management
Colorado
$8.07K
OPTFSNA
1543
Old Point Trust & Financial Services N A
Virginia
$8.04K
BDPWM
1544
Barnes Dennig Private Wealth Management
Ohio
$7.46K
BIM
1545
Breakwater Investment Management
Washington
$7.34K
FLP
1546
Financial Life Planners
Arizona
$7.31K
CMA
1547
Cedar Mountain Advisors
Oregon
$7.22K
WAG
1548
Wilkerson Advisory Group
Missouri
$6.79K
KCM
1549
Key Capital Management
Tennessee
$6.05K
MSFP
1550
Mark Sheptoff Financial Planning
Connecticut
$5.85K