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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
KFS
201
Kaizen Financial Strategies
California
$17.8M
NWS
202
Nvest Wealth Strategies
Ohio
$17.7M
GSIS
203
Global Strategic Investment Solutions
Arizona
$17.7M
BWL
204
Bogart Wealth LLC
Virginia
$17.6M
UWM
205
USAdvisors Wealth Management
Minnesota
$17.5M
CSP
206
Cary Street Partners
Virginia
$17.4M
JJBC
207
James J. Burns & Company
New York
$17.4M
Fidelity Investments
208
Fidelity Investments
Massachusetts
$17.3M
CW
209
Code Waechter
Florida
$17.3M
OC
210
Oppenheimer & Co
New York
$17.2M
PVAMC
211
PPS&V Asset Management Consultants
Michigan
$17.2M
LWL
212
Leo Wealth LLC
Texas
$17.2M
CFGSD
213
Compass Financial Group (South Dakota)
South Dakota
$17M
CWP
214
Clark Wealth Partners
Illinois
$16.9M
WMWM
215
Whitaker-Myers Wealth Managers
Ohio
$16.7M
FIA
216
Foundations Investment Advisors
Arizona
$16.6M
PCM
217
Payne Capital Management
New York
$16.4M
WAM
218
Weinberger Asset Management
California
$16.1M
ASN
219
Advisory Services Network
Georgia
$16.1M
US Bancorp
220
US Bancorp
Minnesota
$16.1M
AI
221
Atria Investments
North Carolina
$16M
SWM
222
SeaCrest Wealth Management
New York
$15.7M
CWM
223
Capital Wealth Management
Rhode Island
$15.5M
AZ
224
Alpha Zero
Florida
$15.4M
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$15.4M