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Schwab US Large-Cap Growth ETF

1,658 hedge funds and large institutions have $32.3B invested in Schwab US Large-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 740 increasing their positions, 545 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $9.73M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 545

22% more capital invested

Capital invested by funds: $26.4B → $32.3B (+$5.88B)

2% more funds holding

Funds holding: 1,6231,658 (+35)

2% more funds holding in top 10

Funds holding in top 10: 213217 (+4)

0.75% less ownership

Funds ownership: 55.46%54.71% (-0.75%)

Holders
1,658
Holders Change
+35
Holders Change %
+2.16%
% of All Funds
20.05%
Holding in Top 10
217
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.88%
% of All Funds
2.62%
New
141
Increased
740
Reduced
545
Closed
74
Calls
$23.1M
Puts
$9.73M
Net Calls
+$13.4M
Net Calls Change
+$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
201
Foundations Investment Advisors
Arizona
$20.5M +$1.24M +37,562 +7%
VCA
202
Verdence Capital Advisors
Maryland
$20.3M -$1.83M -55,331 -8%
BWL
203
Bogart Wealth LLC
Virginia
$20.3M -$81.5K -2,459 -0.4%
CSP
204
Cary Street Partners
Virginia
$20.3M +$75.7K +2,284 +0.4%
PVAMC
205
PPS&V Asset Management Consultants
Michigan
$20.3M +$273K +8,231 +1%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$20.2M +$94.3K +2,845 +0.5%
CWP
207
Clark Wealth Partners
Illinois
$20.1M +$460K +13,883 +2%
JJBC
208
James J. Burns & Company
New York
$19.9M -$302K -9,107 -2%
PCM
209
Payne Capital Management
New York
$19.7M +$609K +18,365 +3%
WMWM
210
Whitaker-Myers Wealth Managers
Ohio
$19.6M +$229K +6,911 +1%
GSIS
211
Global Strategic Investment Solutions
Arizona
$19.4M -$1.13M -34,250 -6%
WAM
212
Weinberger Asset Management
California
$19.1M +$220K +6,634 +1%
KV
213
Kickstand Ventures
New York
$19.1M +$8.98M +271,022 +93%
SAM
214
Smithbridge Asset Management
Pennsylvania
$19M +$1.17M +35,450 +7%
KGP
215
Keystone Global Partners
Colorado
$19M +$1.67M +50,518 +10%
OA
216
Oasis Advisors
Iowa
$19M -$483M -14,583,827 -96%
TFG
217
Team Financial Group
California
$18.9M +$1.35M +40,659 +8%
US Bancorp
218
US Bancorp
Minnesota
$18.7M -$10.4K -314 -0.1%
ASN
219
Advisory Services Network
Georgia
$18.6M -$117K -3,524 -0.6%
UWM
220
USAdvisors Wealth Management
Minnesota
$18.6M -$2.52M -76,153 -12%
CWM
221
Capital Wealth Management
Rhode Island
$18.5M +$485K +14,633 +3%
JWCA
222
J.W. Cole Advisors
Florida
$18.4M +$18M +543,703 New
SFWC
223
Strategic Family Wealth Counselors
New Jersey
$18.3M +$448K +13,509 +3%
IFG
224
Independent Financial Group
California
$18.2M +$3.08M +92,852 +21%
KFS
225
Kaizen Financial Strategies
California
$17.7M -$1.15M -34,787 -6%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,658 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2026, worth a combined $32.3B — up 22% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHG positions and 74 closed out — a net gain of 67 holders — while 740 added to existing stakes and 545 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.6B. The largest seller was Mather Group, cutting an estimated $1.01B.

  • 1,658 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2026, up from 1,623 in Q1 2026.
  • Funds reported $32.3B of Schwab US Large-Cap Growth ETF stock for Q2 2026, up 22% quarter-over-quarter.
  • 141 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2026 and 74 closed out, a net change of +67 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2026 was Charles Schwab, an estimated $2.6B added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2026 was Mather Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2026.