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Schwab US Large-Cap Growth ETF

1,657 hedge funds and large institutions have $32.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 740 increasing their positions, 544 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $9.73M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 544

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.88B)

2% more funds holding

Funds holding: 1,6231,657 (+34)

2% more funds holding in top 10

Funds holding in top 10: 213217 (+4)

0.75% less ownership

Funds ownership: 55.46%54.71% (-0.75%)

Holders
1,657
Holders Change
+34
Holders Change %
+2.09%
% of All Funds
20.05%
Holding in Top 10
217
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.88%
% of All Funds
2.63%
New
141
Increased
740
Reduced
544
Closed
74
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1701
Berkeley Capital Partners
Georgia
-$207K -7,100 Closed
FWM
1702
Foguth Wealth Management
Michigan
-$207K -5,897 Closed
MWM
1703
Magnolia Wealth Management
Alabama
-$151K -5,200 Closed
SIS
1704
Sound Income Strategies
Florida
-$152K -5,184 Closed
QCG
1705
Quadrant Capital Group
Ohio
-$147K -5,056 Closed
SAP
1706
Strategic Advisory Partners
North Carolina
-$121K -4,168 Closed
CCAM
1707
Cascades Capital Asset Management
North Carolina
-$120K -4,114 Closed
RF
1708
RetireMitten Financial
Michigan
-$86.2K -2,959 Closed
TPWA
1709
Twin Peaks Wealth Advisors
California
-$67.4K -2,314 Closed
PH
1710
Pinnacle Holdings
Oklahoma
-$60.2K -2,068 Closed
SA
1711
Scarborough Advisors
Maryland
-$52.7K -1,810 Closed
Simplex Trading
1712
Simplex Trading
Illinois
-$49.5K -1,701 Closed
MWC
1713
MBM Wealth Consultants
Missouri
-$48.2K -1,653 Closed
TWD
1714
True Wealth Design
Ohio
-$45.2K -1,551 Closed
Group One Trading
1715
Group One Trading
Illinois
-$30.6K -1,050 Closed
AP
1716
Advisortrust Partners
North Carolina
-$25.1K -861 Closed
EA
1717
Evergreen Advisors
Tennessee
-$21.1K -725 Closed
AGWCA
1718
Annis Gardner Whiting Capital Advisors
Florida
-$21K -722 Closed
VR
1719
Vision Retirement
New Jersey
-$15.7K -539 Closed
TLFA
1720
True Link Financial Advisors
California
-$14.9K -512 Closed
MWM
1721
Mosley Wealth Management
California
-$16.1K -504 Closed
LI
1722
LRI Investments
Florida
-$13.1K -448 Closed
WPA
1723
Wealth Preservation Advisors
Tennessee
-$5.13K -176 Closed
IAAG
1724
Innovative Asset Advisors Group
Connecticut
-$4.41K -151 Closed
WSFS
1725
Wilmington Savings Fund Society
Delaware
-$3.44K -118 Closed

SCHG Hedge Fund Activity: Q2 2026 in Review

1,657 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2026, worth a combined $32.3B — up 22% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHG positions and 74 closed out — a net gain of 67 holders — while 740 added to existing stakes and 544 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,657 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2026, up from 1,623 in Q1 2026.
  • Funds reported $32.3B of Schwab US Large-Cap Growth ETF stock for Q2 2026, up 22% quarter-over-quarter.
  • 141 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2026 and 74 closed out, a net change of +67 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2026 was Charles Schwab, an estimated $2.6B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2026 was Mather Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2026.