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Schwab US Large-Cap Growth ETF

1,656 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, 739 increasing their positions, 544 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: 739 | Existing positions reduced: 544

22% more capital invested

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

2% more funds holding

Funds holding: 1,6231,656 (+33)

1% more funds holding in top 10

Funds holding in top 10: 213216 (+3)

0.76% less ownership

Funds ownership: 55.46%54.7% (-0.76%)

Holders
1,656
Holders Change
+33
Holders Change %
+2.03%
% of All Funds
20.04%
Holding in Top 10
216
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.41%
% of All Funds
2.61%
New
141
Increased
739
Reduced
544
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
Charles Schwab
1
Charles Schwab
California
$4.13B +$2.6B +78,478,827 +180%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B -$88.7M -2,676,595 -4%
SEI Investments
3
SEI Investments
Pennsylvania
$1.61B +$3.16M +95,450 +0.2%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.33B +$169M +5,106,821 +15%
LPL Financial
5
LPL Financial
California
$1.3B +$33.4M +1,009,279 +3%
Mariner
6
Mariner
Kansas
$653M -$15.1M -455,590 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$644M +$35.8M +1,080,477 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$623M +$6.46M +194,976 +1%
VIA
9
Vantagepoint Investment Advisers
District of Columbia
$578M
Raymond James Financial
10
Raymond James Financial
Florida
$574M +$37.8M +1,141,199 +7%
Ameriprise
11
Ameriprise
Minnesota
$542M -$13.7M -413,008 -3%
APP
12
Avantax Planning Partners
Iowa
$506M -$2.64M -79,710 -0.5%
FEG
13
Fund Evaluation Group
Ohio
$496M +$131M +3,964,875 +37%
MG
14
Mather Group
Illinois
$440M -$1.01B -30,519,998 -70%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$371M +$27.3M +822,641 +8%
MML Investors Services
16
MML Investors Services
Massachusetts
$367M +$58.7M +1,772,244 +20%
Wells Fargo
17
Wells Fargo
California
$354M +$61.5M +1,855,259 +22%
Morgan Stanley
18
Morgan Stanley
New York
$322M +$7.22M +217,879 +2%
ML
19
McAdam LLC
Pennsylvania
$289M +$37.2M +1,123,936 +15%
Bank of America
20
Bank of America
North Carolina
$286M -$51.8M -1,562,565 -16%
JP Morgan Chase
21
JP Morgan Chase
New York
$275M +$10.5M +315,367 +4%
OIA
22
OneDigital Investment Advisors
Kansas
$263M +$9.74M +294,000 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$249M -$42M -1,267,537 -15%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$231M -$176M -5,311,852 -44%
BPA
25
Beacon Pointe Advisors
California
$228M +$1.45M +43,718 +0.7%

SCHG Hedge Fund Activity: Q2 2026 in Review

1,656 of the 8,264 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 739 added to existing stakes and 544 trimmed.

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

  • 1,656 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.