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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
EFG
151
Ethos Financial Group
Pennsylvania
$25.2M -$266K -8,558 -1%
WCM
152
Weaver Capital Management
Georgia
$24.9M -$334K -10,730 -1%
PWM
153
Perigon Wealth Management
California
$24.8M -$30.5K -981 -0.1%
DCM
154
Donaldson Capital Management
Indiana
$24.7M +$4.77M +153,341 +22%
KNFPWM
155
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.6M +$464K +14,941 +2%
KWA
156
Kingswood Wealth Advisors
California
$24.3M -$5.5M -176,800 -17%
KWM
157
KRM Wealth Management
Nevada
$24.2M +$1.22M +39,183 +5%
SF
158
Steffes Financial
Kansas
$23.8M +$2.32M +74,634 +10%
EH
159
Equitable Holdings
New York
$23.7M +$2.73M +87,802 +14%
PA
160
Persium Advisors
Georgia
$23.6M +$768K +24,715 +3%
FFA
161
Farther Finance Advisors
California
$22.3M +$2.78M +89,488 +13%
SW
162
SkyOak Wealth
Michigan
$22.2M +$966K +31,081 +4%
SWA
163
Stratos Wealth Advisors
Ohio
$22.1M +$879K +28,269 +4%
NFG
164
Northeast Financial Group
Pennsylvania
$21.9M +$546K +17,573 +2%
WA
165
WBH Advisory
Maryland
$21.8M -$2.74M -88,208 -11%
SCM
166
Spreng Capital Management
Ohio
$21.8M -$8.19M -263,541 -26%
IAA
167
Independent Advisor Alliance
North Carolina
$21.8M +$17.6M +566,148 +313%
SS
168
Sunbelt Securities
Texas
$21.7M +$545K +17,532 +2%
DI
169
DAGCO Inc
Ohio
$21.4M +$909K +29,241 +4%
LTL
170
Lowery Thomas LLC
California
$21.3M +$679K +21,853 +3%
SF
171
Seek First
California
$21.3M +$875K +28,140 +4%
HG
172
Harbor Group
New Hampshire
$21.3M -$190K -6,101 -0.8%
MA
173
Mutual Advisors
Nebraska
$21M +$201K +6,464 +0.9%
OA
174
Oasis Advisors
Iowa
$20.9M +$457M +14,703,456 +3,337%
SA
175
Sanctuary Advisors
Indiana
$20.8M -$3.11M -100,172 -12%

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.