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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
BBHC
1551
Brown Brothers Harriman & Co
New York
$14.6K
RFS
1552
Richardson Financial Services
Massachusetts
$14.3K +$15.3K +492 New
OC
1553
Oakworth Capital
Alabama
$14.1K
CAM
1554
Chesapeake Asset Management
New York
$14K
MAM
1555
Morse Asset Management
Connecticut
$13.6K -$249 -8 -2%
HIA
1556
Harbor Investment Advisory
Maryland
$13.4K
LI
1557
LRI Investments
Florida
$13.1K
NFSG
1558
Newbridge Financial Services Group
Florida
$12.5K +$10.3K +330 +330%
1L
1559
10Elms LLP
Oklahoma
$11.4K
CSB
1560
City State Bank
Iowa
$11.2K +$3.42K +110 +40%
FCT
1561
First Community Trust
Iowa
$11.2K
CT
1562
Colonial Trust
South Carolina
$11K
PCA
1563
Providence Capital Advisors
North Carolina
$10.9K -$68.7K -2,211 -85%
OCM
1564
Osbon Capital Management
Massachusetts
$10.1K
TWIM
1565
TIAA Wealth Investment Management
New York
$9.96K +$11K +354 New
PWA
1566
Physician Wealth Advisors
Utah
$9.79K +$10.4K +336 New
VWM
1567
Valley Wealth Managers
New Jersey
$8.86K
GWS
1568
Greykasell Wealth Strategies
California
$8.77K
TCA
1569
Trifecta Capital Advisors
Illinois
$8.74K
AIC
1570
Archer Investment Corporation
Indiana
$8.46K
GWM
1571
Gilpin Wealth Management
Colorado
$8.07K +$8.61K +277 New
OPTFSNA
1572
Old Point Trust & Financial Services N A
Virginia
$8.04K
BDPWM
1573
Barnes Dennig Private Wealth Management
Ohio
$7.46K
BIM
1574
Breakwater Investment Management
Washington
$7.34K
FLP
1575
Financial Life Planners
Arizona
$7.31K +$7.8K +251 New

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.