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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
WSFG
1601
Wall Street Financial Group
Illinois
$1K +$1.06K +34 New
PCG
1602
PFC Capital Group
California
$1K +$1.49K +48 New
FS
1603
Financially Speaking
Colorado
$991 -$7.22M -232,209 -100%
CW
1604
Curio Wealth
Maryland
$728
WWMSC
1605
Wagner Wealth Management (South Carolina)
South Carolina
$645
CSC
1606
Caldwell Sutter Capital
California
$583
IW
1607
Imprint Wealth
South Carolina
$583
PP
1608
PFS Partners
New Jersey
$408
DF
1609
DecisionPoint Financial
Arizona
$379
NWM
1610
Nova Wealth Management
Florida
$350 -$1.4K -45 -79%
CFG
1611
Clayton Financial Group
Missouri
$262 -$31 -1 -10%
MCI
1612
MRP Capital Investments
Georgia
$234 +$249 +8 New
EAM
1613
Eukles Asset Management
Ohio
$87
TCWA
1614
Turtle Creek Wealth Advisors
Texas
$39 +$31 +1 New
TC
1615
Truvestments Capital
Florida
$29
HNW
1616
High Note Wealth
Minnesota
$26
JC
1617
JBGlobal.com
New York
-$16.7M -562,709 Closed
JWCA
1618
J.W. Cole Advisors
Florida
-$10.5M -488,208 Closed
FSA
1619
Financial Services Advisory
Maryland
-$4.28M -131,170 Closed
CCM
1620
Ciovacco Capital Management
Georgia
-$3.48M -106,782 Closed
WA
1621
WESPAC Advisors
California
-$2.86M -87,684 Closed
OPAM
1622
Ocean Park Asset Management
California
-$2.75M -84,396 Closed
MGIA
1623
Matthew Goff Investment Advisor
Texas
-$2.31M -78,037 Closed
SA
1624
Strategic Advocates
Utah
-$2.47M -75,085 Closed
TIAA Trust, National Association
1625
TIAA Trust, National Association
North Carolina
-$1.76M -53,913 Closed

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.