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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
SA
176
Sanctuary Advisors
Indiana
$20.8M -$3.11M -100,172 -12%
HFS
177
Howard Financial Services
Texas
$20.8M +$2M +64,427 +10%
EWA
178
EP Wealth Advisors
California
$20.6M -$180K -5,778 -0.8%
HI
179
Harbour Investments
Wisconsin
$20.5M +$5.97M +192,005 +38%
SC
180
Savant Capital
Illinois
$20.2M -$202K -6,505 -0.9%
SFA
181
Souders Financial Advisors
Ohio
$20M +$411K +13,208 +2%
BMWS
182
Brady Martz Wealth Solutions
North Dakota
$20M -$3.79M -122,041 -15%
PFWA
183
Paces Ferry Wealth Advisors
Georgia
$19.9M +$1.34M +43,131 +7%
CAG
184
Compass Advisory Group
New York
$19.8M +$15.8M +508,011 +294%
AFG
185
Allegheny Financial Group
Pennsylvania
$19.5M +$600K +19,306 +3%
CH
186
CDKV Holdings
Colorado
$19.4M -$1.17M -37,509 -5%
IWP
187
Invenio Wealth Partners
Florida
$19.3M -$805K -25,899 -4%
SWM
188
Schwallier Wealth Management
Michigan
$19.2M +$1.62M +52,154 +9%
FA
189
Fiduciary Alliance
South Carolina
$19.2M -$2.3M -73,892 -11%
VCA
190
Verdence Capital Advisors
Maryland
$19.1M -$222K -7,140 -1%
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$19.1M -$970K -31,204 -5%
ACM
192
Alpha Capital Management
Texas
$18.9M -$388K -12,489 -2%
ACA
193
Ackerman Capital Advisors
Texas
$18.8M +$825K +26,546 +4%
Jane Street
194
Jane Street
New York
$18.7M +$17.5M +563,305 +703%
PWSG
195
Pacific Wealth Strategies Group
California
$18.7M +$6.26M +201,216 +46%
FFWA
196
FRG Family Wealth Advisors
Washington
$18.7M -$1.57M -50,495 -7%
MWP
197
Meriwether Wealth & Planning
Louisiana
$18.7M -$2.49M -79,966 -11%
NA
198
NewEdge Advisors
Louisiana
$18.7M -$963K -30,969 -5%
MMA
199
Miracle Mile Advisors
California
$18.7M +$15.3M +492,599 +330%
RWM
200
RKL Wealth Management
Pennsylvania
$18.6M -$937K -30,140 -5%

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.