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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
SIA
1651
Spectrum Investment Advisors
Wisconsin
-$339K -10,395 Closed
VIP
1652
Value Investment Professionals
New York
-$331K -10,156 Closed
VDC
1653
Van Diest Capital
Iowa
-$299K -9,152 Closed
CCG
1654
Cypress Capital Group
Florida
-$291K -8,926 Closed
CAS
1655
Coppell Advisory Solutions
Texas
-$281K -8,553 Closed
PCS
1656
Personal CFO Solutions
New Jersey
-$275K -8,441 Closed
WF
1657
Wayfinding Financial
Washington
-$274K -8,408 Closed
VVP
1658
Venture Visionary Partners
Ohio
-$274K -8,401 Closed
BFA
1659
Brown Financial Advisory
Alabama
-$269K -8,240 Closed
SAM
1660
Synergy Asset Management
Washington
-$267K -8,171 Closed
ZIC
1661
ZWJ Investment Counsel
Georgia
-$252K -7,716 Closed
AFW
1662
Avantra Family Wealth
Pennsylvania
-$246K -7,549 Closed
RA
1663
Rodgers & Associates
Pennsylvania
-$240K -7,368 Closed
SAM
1664
SP Asset Management
California
-$239K -7,338 Closed
CFO
1665
Collective Family Office
Pennsylvania
-$236K -7,232 Closed
EFS
1666
Essex Financial Services
Connecticut
-$232K -7,108 Closed
NCM
1667
Noesis Capital Mangement
Florida
-$230K -7,053 Closed
SC
1668
Shuttleworth & Co
Ohio
-$229K -7,026 Closed
EFS
1669
Econ Financial Services
Pennsylvania
-$229K -7,010 Closed
SBWIC
1670
Schaper Benz & Wise Investment Counsel
Wisconsin
-$226K -6,936 Closed
IAG
1671
Investment Advisory Group
Massachusetts
-$226K -6,934 Closed
CWA
1672
Clarity Wealth Advisors
California
-$225K -6,896 Closed
ACP
1673
Aviance Capital Partners
Florida
-$224K -6,879 Closed
RC
1674
Roundview Capital
New Jersey
-$224K -6,864 Closed
TF
1675
Tudor Financial
Ohio
-$223K -6,827 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.