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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
FWA
1626
FSC Wealth Advisors
New York
-$1.62M -49,736 Closed
SCM
1627
SOL Capital Management
Maryland
-$723K -22,170 Closed
HH
1628
Hilltop Holdings
Texas
-$717K -21,981 Closed
CIP
1629
Capital Insight Partners
Arizona
-$661K -20,262 Closed
LWM
1630
Liberty Wealth Management
California
-$646K -19,821 Closed
GAA
1631
Global Assets Advisory
Florida
-$555K -17,025 Closed
AWM
1632
Accurate Wealth Management
Florida
-$538K -16,378 Closed
XPN
1633
XY Planning Network
Montana
-$492K -15,071 Closed
RAS
1634
RPS Advisory Solutions
Kentucky
-$432K -13,235 Closed
TFG
1635
Tilson Financial Group
New Jersey
-$405K -12,420 Closed
SFGP
1636
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$396K -12,140 Closed
IAS
1637
Insigneo Advisory Services
Florida
-$394K -12,092 Closed
CA
1638
CWC Advisors
Oregon
-$386K -11,846 Closed
BC
1639
Burney Company
Virginia
-$374K -11,468 Closed
RWM
1640
Rolek Wealth Management
Pennsylvania
-$364K -11,171 Closed
FPW
1641
Flagship Private Wealth
Massachusetts
-$361K -11,061 Closed
SIA
1642
Spectrum Investment Advisors
Wisconsin
-$339K -10,395 Closed
VIP
1643
Value Investment Professionals
New York
-$331K -10,156 Closed
AWA
1644
Arete Wealth Advisors
Illinois
-$313K -9,607 Closed
VDC
1645
Van Diest Capital
Iowa
-$299K -9,152 Closed
CCG
1646
Cypress Capital Group
Florida
-$291K -8,926 Closed
CAS
1647
Coppell Advisory Solutions
Texas
-$281K -8,553 Closed
PCS
1648
Personal CFO Solutions
New Jersey
-$275K -8,441 Closed
WF
1649
Wayfinding Financial
Washington
-$274K -8,408 Closed
VVP
1650
Venture Visionary Partners
Ohio
-$274K -8,401 Closed

SCHG Hedge Fund Activity: Q1 2026 in Review

1,614 of the 8,126 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.