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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
JC
1626
JBGlobal.com
New York
-$16.7M -562,709 Closed
JWCA
1627
J.W. Cole Advisors
Florida
-$10.5M -488,208 Closed
FSA
1628
Financial Services Advisory
Maryland
-$4.28M -131,170 Closed
CCM
1629
Ciovacco Capital Management
Georgia
-$3.48M -106,782 Closed
WA
1630
WESPAC Advisors
California
-$2.86M -87,684 Closed
OPAM
1631
Ocean Park Asset Management
California
-$2.75M -84,396 Closed
MGIA
1632
Matthew Goff Investment Advisor
Texas
-$2.31M -78,037 Closed
SA
1633
Strategic Advocates
Utah
-$2.47M -75,085 Closed
TIAA Trust, National Association
1634
TIAA Trust, National Association
North Carolina
-$1.76M -53,913 Closed
FWA
1635
FSC Wealth Advisors
New York
-$1.62M -49,736 Closed
SCM
1636
SOL Capital Management
Maryland
-$723K -22,170 Closed
HH
1637
Hilltop Holdings
Texas
-$717K -21,981 Closed
CIP
1638
Capital Insight Partners
Arizona
-$661K -20,262 Closed
LWM
1639
Liberty Wealth Management
California
-$646K -19,821 Closed
GAA
1640
Global Assets Advisory
Florida
-$555K -17,025 Closed
AWM
1641
Accurate Wealth Management
Florida
-$538K -16,378 Closed
XPN
1642
XY Planning Network
Montana
-$492K -15,071 Closed
RAS
1643
RPS Advisory Solutions
Kentucky
-$432K -13,235 Closed
TFG
1644
Tilson Financial Group
New Jersey
-$405K -12,420 Closed
SFGP
1645
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$396K -12,140 Closed
IAS
1646
Insigneo Advisory Services
Florida
-$394K -12,092 Closed
CA
1647
CWC Advisors
Oregon
-$386K -11,846 Closed
BC
1648
Burney Company
Virginia
-$374K -11,468 Closed
RWM
1649
Rolek Wealth Management
Pennsylvania
-$364K -11,171 Closed
FPW
1650
Flagship Private Wealth
Massachusetts
-$361K -11,061 Closed

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.