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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
SP
1676
Sequent Planning
Nebraska
-$219K -6,723 Closed
ARG
1677
Advisory Resource Group
Oklahoma
-$219K -6,705 Closed
HCMT
1678
Highland Capital Management (Tennessee)
Tennessee
-$219K -6,700 Closed
OAP
1679
One Advisory Partners
Kansas
-$218K -6,674 Closed
CWS
1680
Cypress Wealth Services
California
-$217K -6,666 Closed
CPA
1681
Compass Planning Associates
Massachusetts
-$217K -6,655 Closed
HWA
1682
Hillcrest Wealth Advisors
New Jersey
-$217K -6,640 Closed
PGF
1683
Plan Group Financial
Oklahoma
-$216K -6,626 Closed
DF
1684
Define Financial
California
-$216K -6,609 Closed
BWM
1685
BlackDiamond Wealth Management
New York
-$205K -6,533 Closed
PAMG
1686
Patton Albertson Miller Group
Tennessee
-$212K -6,508 Closed
FNA
1687
First National Advisers
Nebraska
-$211K -6,456 Closed
HCM
1688
Howard Capital Management
Georgia
-$210K -6,451 Closed
PAM
1689
Pegasus Asset Management
New York
-$210K -6,431 Closed
RPSA
1690
Richard P. Slaughter Associates
Texas
-$207K -6,346 Closed
MAM
1691
MMA Asset Management
Pennsylvania
-$205K -6,289 Closed
SSWM
1692
Sheets Smith Wealth Management
North Carolina
-$204K -6,247 Closed
RA
1693
Riversedge Advisors
Delaware
-$203K -6,236 Closed
BBI
1694
Baxter Bros Inc
Connecticut
-$203K -6,225 Closed
EAM
1695
Empirical Asset Management
Massachusetts
-$202K -6,192 Closed
CWA
1696
Centennial Wealth Advisory
Michigan
-$201K -6,170 Closed
CWP
1697
Concord Wealth Partners
Virginia
-$131K -4,006 Closed
LWANC
1698
Laurel Wealth Advisors (North Carolina)
North Carolina
-$127K -3,904 Closed
CRI
1699
Commonwealth Retirement Investments
Virginia
-$103K -3,171 Closed
IWM
1700
Inlight Wealth Management
Georgia
-$81.5K -2,500 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.