We are live on ! Find out more
SCHG icon

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
CMA
1576
Cedar Mountain Advisors
Oregon
$7.22K
WAG
1577
Wilkerson Advisory Group
Missouri
$6.79K -$31 -1 -0.4%
KCM
1578
Key Capital Management
Tennessee
$6.05K +$4.85K +156 +300%
MSFP
1579
Mark Sheptoff Financial Planning
Connecticut
$5.85K
DFC
1580
DB Fitzpatrick & Co
Idaho
$5.45K +$1.43K +46 +33%
BF
1581
BOK Financial
Oklahoma
$5.24K +$5.59K +180 New
WPA
1582
Wealth Preservation Advisors
Tennessee
$5.13K
IAAG
1583
Innovative Asset Advisors Group
Connecticut
$4.41K +$4.69K +151 New
HFS
1584
Hughes Financial Services
Virginia
$3.87K
HI
1585
Horizon Investments
North Carolina
$3.61K +$1.93K +62 +100%
WSFS
1586
Wilmington Savings Fund Society
Delaware
$3.44K +$3.67K +118 New
PIS
1587
POM Investment Strategies
North Carolina
$2.91K +$3.11K +100 New
SAS
1588
Spurstone Advisory Services
Connecticut
$2.8K -$497 -16 -14%
MWPCG
1589
Measured Wealth Private Client Group
New Hampshire
$2.77K
GCM
1590
Gunpowder Capital Management
Maryland
$2.21K
GWP
1591
Gen-Wealth Partners
Michigan
$2.14K -$5.56K -179 -71%
RF
1592
Robbins Farley
New Hampshire
$2.04K
WT
1593
Whittier Trust
California
$1.93K
FFA
1594
Frazier Financial Advisors
Ohio
$1.92K
FDCDDQ
1595
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63K -$12.7K -409 -88%
CSPIA
1596
Cary Street Partners Investment Advisory
Virginia
$1.54K -$31.7K -1,019 -95%
TF
1597
Tompkins Financial
New York
$1.31K -$8.66M -278,503 -100%
SRCM
1598
Signature Resources Capital Management
California
$1.19K +$155 +5 +14%
AA
1599
Addison Advisors
Vermont
$1.17K
CPBTD
1600
Central Pacific Bank - Trust Division
Hawaii
$1.05K

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.