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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
UFPG
1701
United Financial Planning Group
New York
-$69.2K -2,120 Closed
CWM
1702
Copia Wealth Management
Oregon
-$62.3K -1,910 Closed
GAFA
1703
Garton & Associates Financial Advisors
Kentucky
-$26.7K -819 Closed
EDRH
1704
Edmond de Rothschild Holding
Switzerland
-$26.6K -816 Closed
CYG
1705
Clean Yield Group
Vermont
-$19.8K -608 Closed
Q1WB
1706
Quest 10 Wealth Builders
Virginia
-$19.3K -591 Closed
CCM
1707
Chilton Capital Management
Texas
-$9.79K -300 Closed
WWM
1708
Woodside Wealth Management
Massachusetts
-$8.74K -268 Closed
WIM
1709
Westside Investment Management
California
-$6.52K -200 Closed
FFO
1710
Fortitude Family Office
Arizona
-$5.22K -160 Closed
GWM
1711
Greenline Wealth Management
Florida
-$3.94K -121 Closed
WWA
1712
Wealth Watch Advisors
Colorado
-$2.68K -82 Closed
PG
1713
Proffitt & Goodson
Tennessee
-$2.61K -80 Closed
BNP Paribas Financial Markets
1714
BNP Paribas Financial Markets
France
-$979 -30 Closed
RG
1715
RHL Group
Michigan
-$913 -28 Closed
EWA
1716
EQ Wealth Advisors
Texas
-$656 -20 Closed
CP
1717
Camelot Portfolios
Ohio
-$294 -9 Closed
NRG
1718
Nemes Rush Group
Michigan
-$228 -7 Closed
CP
1719
Canopy Partners
Ohio
-$65 -2 Closed
RTL
1720
Red Tortoise LLC
Georgia
-$21 -1 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.