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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
GWS
1576
Greykasell Wealth Strategies
California
$8.77K
TCA
1577
Trifecta Capital Advisors
Illinois
$8.74K
AIC
1578
Archer Investment Corporation
Indiana
$8.46K
GWM
1579
Gilpin Wealth Management
Colorado
$8.07K +$8.61K +277 New
OPTFSNA
1580
Old Point Trust & Financial Services N A
Virginia
$8.04K
BDPWM
1581
Barnes Dennig Private Wealth Management
Ohio
$7.46K
BIM
1582
Breakwater Investment Management
Washington
$7.34K
FLP
1583
Financial Life Planners
Arizona
$7.31K +$7.8K +251 New
CMA
1584
Cedar Mountain Advisors
Oregon
$7.22K
WAG
1585
Wilkerson Advisory Group
Missouri
$6.79K -$31 -1 -0.4%
KCM
1586
Key Capital Management
Tennessee
$6.05K +$4.85K +156 +300%
MSFP
1587
Mark Sheptoff Financial Planning
Connecticut
$5.85K
DFC
1588
DB Fitzpatrick & Co
Idaho
$5.45K +$1.43K +46 +33%
BF
1589
BOK Financial
Oklahoma
$5.24K +$5.59K +180 New
WPA
1590
Wealth Preservation Advisors
Tennessee
$5.13K
GIL
1591
Go Invest LLC
Utah
$5.06K +$3.11K +100 +135%
IAAG
1592
Innovative Asset Advisors Group
Connecticut
$4.41K +$4.69K +151 New
HFS
1593
Hughes Financial Services
Virginia
$3.87K
HI
1594
Horizon Investments
North Carolina
$3.61K +$1.93K +62 +100%
WSFS
1595
Wilmington Savings Fund Society
Delaware
$3.44K +$3.67K +118 New
PIS
1596
POM Investment Strategies
North Carolina
$2.91K +$3.11K +100 New
SAS
1597
Spurstone Advisory Services
Connecticut
$2.8K -$497 -16 -14%
MWPCG
1598
Measured Wealth Private Client Group
New Hampshire
$2.77K
GCM
1599
Gunpowder Capital Management
Maryland
$2.21K
GWP
1600
Gen-Wealth Partners
Michigan
$2.14K -$5.56K -179 -71%

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.