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Schwab US Large- Cap ETF

1,534 hedge funds and large institutions have $28.1B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,534 (-16)

1.97% less ownership

Funds ownership: 47.62%45.64% (-2%)

6% less funds holding in top 10

Funds holding in top 10: 206193 (-13)

7% less capital invested

Capital invested by funds: $30.2B → $28.1B (-$2.09B)

Holders
1,534
Holders Change
-16
Holders Change %
-1.03%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
100
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$3.72B -$1.5B -56,024,741 -28%
Creative Planning
2
Creative Planning
Kansas
$2.11B -$41.4M -1,542,288 -2%
HSA
3
HBK Sorce Advisory
Pennsylvania
$1.01B +$10.8M +404,274 +1%
MGIA
4
Moneta Group Investment Advisors
Missouri
$958M +$41.3M +1,537,853 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$893M +$103M +3,824,596 +12%
SEI Investments
6
SEI Investments
Pennsylvania
$834M +$41.7M +1,554,760 +5%
Betterment LLC
7
Betterment LLC
New York
$733M +$280M +10,450,588 +58%
SFG
8
Sage Financial Group
Pennsylvania
$593M -$19.5M -727,975 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$517M +$17.7M +660,923 +3%
Cerity Partners
10
Cerity Partners
New York
$492M +$5.21M +194,233 +1%
DE
11
Diversified Enterprises
Delaware
$466M +$32.8M +1,223,479 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$359M -$3.63M -135,395 -1%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$316M -$2.24M -83,381 -0.7%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$285M -$217M -8,076,252 -42%
KOC
15
Koss-Olinger Consulting
Florida
$269M +$13.2M +492,244 +5%
Mariner
16
Mariner
Kansas
$266M +$3.92M +146,072 +1%
NB
17
Norinchukin Bank
Japan
$261M
ML
18
McAdam LLC
Pennsylvania
$261M +$6.18M +230,470 +2%
Bank of America
19
Bank of America
North Carolina
$258M +$28.3M +1,054,612 +12%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$255M -$12.3M -458,464 -4%
UBS Group
21
UBS Group
Switzerland
$245M +$223M +8,311,474 +672%
FEG
22
Fund Evaluation Group
Ohio
$238M -$5.85M -218,021 -2%
PCIA
23
Prime Capital Investment Advisors
Kansas
$228M -$29.6M -1,105,166 -11%
Morgan Stanley
24
Morgan Stanley
New York
$221M +$69.7M +2,599,616 +43%
JFG
25
JMG Financial Group
Illinois
$214M -$3.02M -112,423 -1%