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Schwab US Large-Cap Growth ETF

1,603 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 112 funds opening new positions, 715 increasing their positions, 561 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:

1% less funds holding

Funds holding: 1,6241,603 (-21)

7% less capital invested

Capital invested by funds: $28.2B → $26.3B (-$1.89B)

12% less funds holding in top 10

Funds holding in top 10: 239210 (-29)

Holders
1,603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
FF
201
Friday Financial
Iowa
$18.4M
LC
202
LCNB Corp
Ohio
$18.3M
KFS
203
Kaizen Financial Strategies
California
$17.8M
NWS
204
Nvest Wealth Strategies
Ohio
$17.7M
GSIS
205
Global Strategic Investment Solutions
Arizona
$17.7M
BWL
206
Bogart Wealth LLC
Virginia
$17.6M
UWM
207
USAdvisors Wealth Management
Minnesota
$17.5M
CSP
208
Cary Street Partners
Virginia
$17.4M
JJBC
209
James J. Burns & Company
New York
$17.4M
Fidelity Investments
210
Fidelity Investments
Massachusetts
$17.3M
CW
211
Code Waechter
Florida
$17.3M
OC
212
Oppenheimer & Co
New York
$17.2M
PVAMC
213
PPS&V Asset Management Consultants
Michigan
$17.2M
LWL
214
Leo Wealth LLC
Texas
$17.2M
CFGSD
215
Compass Financial Group (South Dakota)
South Dakota
$17M
CWP
216
Clark Wealth Partners
Illinois
$16.9M
WMWM
217
Whitaker-Myers Wealth Managers
Ohio
$16.7M
FIA
218
Foundations Investment Advisors
Arizona
$16.6M
PCM
219
Payne Capital Management
New York
$16.4M
WAM
220
Weinberger Asset Management
California
$16.1M
ASN
221
Advisory Services Network
Georgia
$16.1M
US Bancorp
222
US Bancorp
Minnesota
$16.1M
AI
223
Atria Investments
North Carolina
$16M
SWM
224
SeaCrest Wealth Management
New York
$15.7M
CWM
225
Capital Wealth Management
Rhode Island
$15.5M