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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
RF
1601
Robbins Farley
New Hampshire
$2.04K
WT
1602
Whittier Trust
California
$1.93K
FFA
1603
Frazier Financial Advisors
Ohio
$1.92K
FDCDDQ
1604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63K -$12.7K -409 -88%
CSPIA
1605
Cary Street Partners Investment Advisory
Virginia
$1.54K -$31.7K -1,019 -95%
TF
1606
Tompkins Financial
New York
$1.31K -$8.66M -278,503 -100%
SRCM
1607
Signature Resources Capital Management
California
$1.19K +$155 +5 +14%
AA
1608
Addison Advisors
Vermont
$1.17K
CPBTD
1609
Central Pacific Bank - Trust Division
Hawaii
$1.05K
WSFG
1610
Wall Street Financial Group
Illinois
$1K +$1.06K +34 New
PCG
1611
PFC Capital Group
California
$1K +$1.49K +48 New
FS
1612
Financially Speaking
Colorado
$991 -$7.22M -232,209 -100%
CW
1613
Curio Wealth
Maryland
$728
WWMSC
1614
Wagner Wealth Management (South Carolina)
South Carolina
$645
CSC
1615
Caldwell Sutter Capital
California
$583
IW
1616
Imprint Wealth
South Carolina
$583
PP
1617
PFS Partners
New Jersey
$408
DF
1618
DecisionPoint Financial
Arizona
$379
NWM
1619
Nova Wealth Management
Florida
$350 -$1.4K -45 -79%
CFG
1620
Clayton Financial Group
Missouri
$262 -$31 -1 -10%
MCI
1621
MRP Capital Investments
Georgia
$234 +$249 +8 New
EAM
1622
Eukles Asset Management
Ohio
$87
TCWA
1623
Turtle Creek Wealth Advisors
Texas
$39 +$31 +1 New
TC
1624
Truvestments Capital
Florida
$29
HNW
1625
High Note Wealth
Minnesota
$26

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.