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Schwab US Large-Cap Growth ETF

1,585 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 709 increasing their positions, 553 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$7.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1601
Liberty Wealth Management
California
GAA
1602
Global Assets Advisory
Florida
AWM
1603
Accurate Wealth Management
Florida
XPN
1604
XY Planning Network
Montana
RAS
1605
RPS Advisory Solutions
Kentucky
TFG
1606
Tilson Financial Group
New Jersey
SFGP
1607
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
IAS
1608
Insigneo Advisory Services
Florida
CA
1609
CWC Advisors
Oregon
BC
1610
Burney Company
Virginia
RWM
1611
Rolek Wealth Management
Pennsylvania
FPW
1612
Flagship Private Wealth
Massachusetts
SIA
1613
Spectrum Investment Advisors
Wisconsin
VIP
1614
Value Investment Professionals
New York
AWA
1615
Arete Wealth Advisors
Illinois
VDC
1616
Van Diest Capital
Iowa
CCG
1617
Cypress Capital Group
Florida
CAS
1618
Coppell Advisory Solutions
Texas
PCS
1619
Personal CFO Solutions
New Jersey
WF
1620
Wayfinding Financial
Washington
VVP
1621
Venture Visionary Partners
Ohio
BFA
1622
Brown Financial Advisory
Alabama
SAM
1623
Synergy Asset Management
Washington
ZIC
1624
ZWJ Investment Counsel
Georgia
AFW
1625
Avantra Family Wealth
Pennsylvania