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Schwab US Large-Cap Growth ETF

1,585 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 110 funds opening new positions, 709 increasing their positions, 553 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:

2% less funds holding

Funds holding: 1,6201,585 (-35)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.94B)

13% less funds holding in top 10

Funds holding in top 10: 238207 (-31)

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
WCM
151
Weaver Capital Management
Georgia
$24.9M
PWM
152
Perigon Wealth Management
California
$24.8M
DCM
153
Donaldson Capital Management
Indiana
$24.7M
KNFPWM
154
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.6M
KWA
155
Kingswood Wealth Advisors
California
$24.3M
KWM
156
KRM Wealth Management
Nevada
$24.2M
SF
157
Steffes Financial
Kansas
$23.8M
EH
158
Equitable Holdings
New York
$23.7M
PA
159
Persium Advisors
Georgia
$23.6M
FFA
160
Farther Finance Advisors
California
$22.3M
SW
161
SkyOak Wealth
Michigan
$22.2M
SWA
162
Stratos Wealth Advisors
Ohio
$22.1M
NFG
163
Northeast Financial Group
Pennsylvania
$21.9M
WA
164
WBH Advisory
Maryland
$21.8M
SCM
165
Spreng Capital Management
Ohio
$21.8M
IAA
166
Independent Advisor Alliance
North Carolina
$21.8M
SS
167
Sunbelt Securities
Texas
$21.7M
DI
168
DAGCO Inc
Ohio
$21.4M
LTL
169
Lowery Thomas LLC
California
$21.3M
SF
170
Seek First
California
$21.3M
HG
171
Harbor Group
New Hampshire
$21.3M
MA
172
Mutual Advisors
Nebraska
$21M
OA
173
Oasis Advisors
Iowa
$20.9M
SA
174
Sanctuary Advisors
Indiana
$20.8M
HFS
175
Howard Financial Services
Texas
$20.8M