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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
FF
201
Friday Financial
Iowa
$18.4M +$132K +4,260 +0.7%
LC
202
LCNB Corp
Ohio
$18.3M +$75.5K +2,428 +0.4%
KFS
203
Kaizen Financial Strategies
California
$17.8M +$332K +10,670 +2%
NWS
204
Nvest Wealth Strategies
Ohio
$17.7M +$669K +21,516 +4%
GSIS
205
Global Strategic Investment Solutions
Arizona
$17.7M -$432K -13,899 -2%
BWL
206
Bogart Wealth LLC
Virginia
$17.6M +$1.33M +42,824 +8%
UWM
207
USAdvisors Wealth Management
Minnesota
$17.5M +$1.07M +34,412 +6%
CSP
208
Cary Street Partners
Virginia
$17.4M -$905K -29,098 -5%
JJBC
209
James J. Burns & Company
New York
$17.4M -$49.9K -1,605 -0.3%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$17.3M +$2.36M +75,958 +15%
CW
211
Code Waechter
Florida
$17.3M +$1.31M +42,235 +8%
OC
212
Oppenheimer & Co
New York
$17.2M +$2.84M +91,285 +18%
PVAMC
213
PPS&V Asset Management Consultants
Michigan
$17.2M -$135K -4,353 -0.7%
LWL
214
Leo Wealth LLC
Texas
$17.2M +$508K +16,350 +3%
CFGSD
215
Compass Financial Group (South Dakota)
South Dakota
$17M +$8M +257,478 +79%
CWP
216
Clark Wealth Partners
Illinois
$16.9M -$1.01M -32,602 -5%
WMWM
217
Whitaker-Myers Wealth Managers
Ohio
$16.7M +$1.3M +41,820 +8%
FIA
218
Foundations Investment Advisors
Arizona
$16.6M +$2.66M +85,532 +18%
PCM
219
Payne Capital Management
New York
$16.4M +$565K +18,165 +3%
WAM
220
Weinberger Asset Management
California
$16.1M -$660K -21,228 -4%
ASN
221
Advisory Services Network
Georgia
$16.1M +$1.08M +34,891 +7%
US Bancorp
222
US Bancorp
Minnesota
$16.1M -$380K -12,226 -2%
AI
223
Atria Investments
North Carolina
$16M -$1.36M -43,614 -7%
SWM
224
SeaCrest Wealth Management
New York
$15.7M -$215K -6,914 -1%
CWM
225
Capital Wealth Management
Rhode Island
$15.5M +$13.2M +424,983 +394%

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.