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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
RIL
1551
Rothschild Investment LLC
Illinois
$16.8K +$31 +1 +0.2%
TWM
1552
Topsail Wealth Management
North Carolina
$16.3K +$17.4K +561 New
TCM
1553
Triumph Capital Management
Colorado
$16.2K +$9.92K +319 +135%
MWM
1554
Mosley Wealth Management
California
$16.1K +$15.7K +504 New
VR
1555
Vision Retirement
New Jersey
$15.7K +$16.8K +539 New
NWMP
1556
Noble Wealth Management PBC
Colorado
$15.4K -$4.66K -150 -22%
JFG
1557
JDM Financial Group
Texas
$14.9K
TLFA
1558
True Link Financial Advisors
California
$14.9K +$15.9K +512 New
BBHC
1559
Brown Brothers Harriman & Co
New York
$14.6K
RFS
1560
Richardson Financial Services
Massachusetts
$14.3K +$15.3K +492 New
OC
1561
Oakworth Capital
Alabama
$14.1K
CAM
1562
Chesapeake Asset Management
New York
$14K
MAM
1563
Morse Asset Management
Connecticut
$13.6K -$249 -8 -2%
HIA
1564
Harbor Investment Advisory
Maryland
$13.4K
LI
1565
LRI Investments
Florida
$13.1K
NFSG
1566
Newbridge Financial Services Group
Florida
$12.5K +$10.3K +330 +330%
1L
1567
10Elms LLP
Oklahoma
$11.4K
CSB
1568
City State Bank
Iowa
$11.2K +$3.42K +110 +40%
FCT
1569
First Community Trust
Iowa
$11.2K
CT
1570
Colonial Trust
South Carolina
$11K
PCA
1571
Providence Capital Advisors
North Carolina
$10.9K -$68.7K -2,211 -85%
OCM
1572
Osbon Capital Management
Massachusetts
$10.1K
TWIM
1573
TIAA Wealth Investment Management
New York
$9.96K +$11K +354 New
PWA
1574
Physician Wealth Advisors
Utah
$9.79K +$10.4K +336 New
VWM
1575
Valley Wealth Managers
New Jersey
$8.86K

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.