SCHG icon

Schwab US Large-Cap Growth ETF

1,603 hedge funds and large institutions have $26.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 715 increasing their positions, 561 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.3M
Puts
$7.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
151
Ethos Financial Group
Pennsylvania
$25.2M
WCM
152
Weaver Capital Management
Georgia
$24.9M
PWM
153
Perigon Wealth Management
California
$24.8M
DCM
154
Donaldson Capital Management
Indiana
$24.7M
KNFPWM
155
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.6M
KWA
156
Kingswood Wealth Advisors
California
$24.3M
KWM
157
KRM Wealth Management
Nevada
$24.2M
SF
158
Steffes Financial
Kansas
$23.8M
EH
159
Equitable Holdings
New York
$23.7M
PA
160
Persium Advisors
Georgia
$23.6M
FFA
161
Farther Finance Advisors
California
$22.3M
SW
162
SkyOak Wealth
Michigan
$22.2M
SWA
163
Stratos Wealth Advisors
Ohio
$22.1M
NFG
164
Northeast Financial Group
Pennsylvania
$21.9M
WA
165
WBH Advisory
Maryland
$21.8M
SCM
166
Spreng Capital Management
Ohio
$21.8M
IAA
167
Independent Advisor Alliance
North Carolina
$21.8M
SS
168
Sunbelt Securities
Texas
$21.7M
DI
169
DAGCO Inc
Ohio
$21.4M
LTL
170
Lowery Thomas LLC
California
$21.3M
SF
171
Seek First
California
$21.3M
HG
172
Harbor Group
New Hampshire
$21.3M
MA
173
Mutual Advisors
Nebraska
$21M
OA
174
Oasis Advisors
Iowa
$20.9M
SA
175
Sanctuary Advisors
Indiana
$20.8M