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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
HFS
176
Howard Financial Services
Texas
$20.8M +$2M +64,427 +10%
EWA
177
EP Wealth Advisors
California
$20.6M -$180K -5,778 -0.8%
HI
178
Harbour Investments
Wisconsin
$20.5M +$5.97M +192,005 +38%
SC
179
Savant Capital
Illinois
$20.2M -$202K -6,505 -0.9%
SFA
180
Souders Financial Advisors
Ohio
$20M +$411K +13,208 +2%
BMWS
181
Brady Martz Wealth Solutions
North Dakota
$20M -$3.79M -122,041 -15%
PFWA
182
Paces Ferry Wealth Advisors
Georgia
$19.9M +$1.34M +43,131 +7%
CAG
183
Compass Advisory Group
New York
$19.8M +$15.8M +508,011 +294%
AFG
184
Allegheny Financial Group
Pennsylvania
$19.5M +$600K +19,306 +3%
CH
185
CDKV Holdings
Colorado
$19.4M -$1.17M -37,509 -5%
IWP
186
Invenio Wealth Partners
Florida
$19.3M -$805K -25,899 -4%
SWM
187
Schwallier Wealth Management
Michigan
$19.2M +$1.62M +52,154 +9%
FA
188
Fiduciary Alliance
South Carolina
$19.2M -$2.3M -73,892 -11%
VCA
189
Verdence Capital Advisors
Maryland
$19.1M -$222K -7,140 -1%
PSIWM
190
Paradigm Strategies in Wealth Management
Minnesota
$19.1M -$970K -31,204 -5%
ACM
191
Alpha Capital Management
Texas
$18.9M -$388K -12,489 -2%
ACA
192
Ackerman Capital Advisors
Texas
$18.8M +$825K +26,546 +4%
Jane Street
193
Jane Street
New York
$18.7M +$17.5M +563,305 +703%
PWSG
194
Pacific Wealth Strategies Group
California
$18.7M +$6.26M +201,216 +46%
FFWA
195
FRG Family Wealth Advisors
Washington
$18.7M -$1.57M -50,495 -7%
MWP
196
Meriwether Wealth & Planning
Louisiana
$18.7M -$2.49M -79,966 -11%
NA
197
NewEdge Advisors
Louisiana
$18.7M -$963K -30,969 -5%
MMA
198
Miracle Mile Advisors
California
$18.7M +$15.3M +492,599 +330%
RWM
199
RKL Wealth Management
Pennsylvania
$18.6M -$937K -30,140 -5%
FWA
200
FSM Wealth Advisors
Ohio
$18.4M +$4.95M +159,260 +34%

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.