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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
MWM
151
MOR Wealth Management
Pennsylvania
$25.2M +$62K +1,995 +0.2%
EFG
152
Ethos Financial Group
Pennsylvania
$25.2M -$266K -8,558 -1%
WCM
153
Weaver Capital Management
Georgia
$24.9M -$334K -10,730 -1%
PWM
154
Perigon Wealth Management
California
$24.8M -$30.5K -981 -0.1%
DCM
155
Donaldson Capital Management
Indiana
$24.7M +$4.77M +153,341 +22%
KNFPWM
156
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.6M +$464K +14,941 +2%
KWA
157
Kingswood Wealth Advisors
California
$24.3M -$5.5M -176,800 -17%
KWM
158
KRM Wealth Management
Nevada
$24.2M +$1.22M +39,183 +5%
SF
159
Steffes Financial
Kansas
$23.8M +$2.32M +74,634 +10%
EH
160
Equitable Holdings
New York
$23.7M +$2.73M +87,802 +14%
PA
161
Persium Advisors
Georgia
$23.6M +$768K +24,715 +3%
FFA
162
Farther Finance Advisors
California
$22.3M +$2.78M +89,488 +13%
SW
163
SkyOak Wealth
Michigan
$22.2M +$966K +31,081 +4%
SWA
164
Stratos Wealth Advisors
Ohio
$22.1M +$879K +28,269 +4%
NFG
165
Northeast Financial Group
Pennsylvania
$21.9M +$546K +17,573 +2%
WA
166
WBH Advisory
Maryland
$21.8M -$2.74M -88,208 -11%
SCM
167
Spreng Capital Management
Ohio
$21.8M -$8.19M -263,541 -26%
IAA
168
Independent Advisor Alliance
North Carolina
$21.8M +$17.6M +566,148 +313%
SS
169
Sunbelt Securities
Texas
$21.7M +$545K +17,532 +2%
DI
170
DAGCO Inc
Ohio
$21.4M +$909K +29,241 +4%
LTL
171
Lowery Thomas LLC
California
$21.3M +$679K +21,853 +3%
SF
172
Seek First
California
$21.3M +$875K +28,140 +4%
HG
173
Harbor Group
New Hampshire
$21.3M -$190K -6,101 -0.8%
MA
174
Mutual Advisors
Nebraska
$21M +$201K +6,464 +0.9%
OA
175
Oasis Advisors
Iowa
$20.9M +$457M +14,703,456 +3,337%

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.