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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
FWA
201
FSM Wealth Advisors
Ohio
$18.4M +$4.95M +159,260 +34%
FF
202
Friday Financial
Iowa
$18.4M +$132K +4,260 +0.7%
LC
203
LCNB Corp
Ohio
$18.3M +$75.5K +2,428 +0.4%
KFS
204
Kaizen Financial Strategies
California
$17.8M +$332K +10,670 +2%
NWS
205
Nvest Wealth Strategies
Ohio
$17.7M +$669K +21,516 +4%
GSIS
206
Global Strategic Investment Solutions
Arizona
$17.7M -$432K -13,899 -2%
BWL
207
Bogart Wealth LLC
Virginia
$17.6M +$1.33M +42,824 +8%
UWM
208
USAdvisors Wealth Management
Minnesota
$17.5M +$1.07M +34,412 +6%
CSP
209
Cary Street Partners
Virginia
$17.4M -$905K -29,098 -5%
JJBC
210
James J. Burns & Company
New York
$17.4M -$49.9K -1,605 -0.3%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$17.3M +$2.36M +75,958 +15%
CW
212
Code Waechter
Florida
$17.3M +$1.31M +42,235 +8%
OC
213
Oppenheimer & Co
New York
$17.2M +$2.84M +91,285 +18%
PVAMC
214
PPS&V Asset Management Consultants
Michigan
$17.2M -$135K -4,353 -0.7%
LWL
215
Leo Wealth LLC
Texas
$17.2M +$508K +16,350 +3%
CFGSD
216
Compass Financial Group (South Dakota)
South Dakota
$17M +$8M +257,478 +79%
CWP
217
Clark Wealth Partners
Illinois
$16.9M -$1.01M -32,602 -5%
WMWM
218
Whitaker-Myers Wealth Managers
Ohio
$16.7M +$1.3M +41,820 +8%
FIA
219
Foundations Investment Advisors
Arizona
$16.6M +$2.66M +85,532 +18%
PCM
220
Payne Capital Management
New York
$16.4M +$565K +18,165 +3%
WAM
221
Weinberger Asset Management
California
$16.1M -$660K -21,228 -4%
ASN
222
Advisory Services Network
Georgia
$16.1M +$1.08M +34,891 +7%
US Bancorp
223
US Bancorp
Minnesota
$16.1M -$380K -12,226 -2%
AI
224
Atria Investments
North Carolina
$16M -$1.36M -43,614 -7%
SWM
225
SeaCrest Wealth Management
New York
$15.7M -$215K -6,914 -1%

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.