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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
DF
1676
Define Financial
California
-$216K -6,609 Closed
BWM
1677
BlackDiamond Wealth Management
New York
-$205K -6,533 Closed
PAMG
1678
Patton Albertson Miller Group
Tennessee
-$212K -6,508 Closed
FNA
1679
First National Advisers
Nebraska
-$211K -6,456 Closed
HCM
1680
Howard Capital Management
Georgia
-$210K -6,451 Closed
PAM
1681
Pegasus Asset Management
New York
-$210K -6,431 Closed
RPSA
1682
Richard P. Slaughter Associates
Texas
-$207K -6,346 Closed
MAM
1683
MMA Asset Management
Pennsylvania
-$205K -6,289 Closed
SSWM
1684
Sheets Smith Wealth Management
North Carolina
-$204K -6,247 Closed
RA
1685
Riversedge Advisors
Delaware
-$203K -6,236 Closed
BBI
1686
Baxter Bros Inc
Connecticut
-$203K -6,225 Closed
EAM
1687
Empirical Asset Management
Massachusetts
-$202K -6,192 Closed
CWA
1688
Centennial Wealth Advisory
Michigan
-$201K -6,170 Closed
CWP
1689
Concord Wealth Partners
Virginia
-$131K -4,006 Closed
LWANC
1690
Laurel Wealth Advisors (North Carolina)
North Carolina
-$127K -3,904 Closed
CRI
1691
Commonwealth Retirement Investments
Virginia
-$103K -3,171 Closed
IWM
1692
Inlight Wealth Management
Georgia
-$81.5K -2,500 Closed
UFPG
1693
United Financial Planning Group
New York
-$69.2K -2,120 Closed
CWM
1694
Copia Wealth Management
Oregon
-$62.3K -1,910 Closed
GAFA
1695
Garton & Associates Financial Advisors
Kentucky
-$26.7K -819 Closed
EDRH
1696
Edmond de Rothschild Holding
Switzerland
-$26.6K -816 Closed
CYG
1697
Clean Yield Group
Vermont
-$19.8K -608 Closed
Q1WB
1698
Quest 10 Wealth Builders
Virginia
-$19.3K -591 Closed
CCM
1699
Chilton Capital Management
Texas
-$9.79K -300 Closed
WWM
1700
Woodside Wealth Management
Massachusetts
-$8.74K -268 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.