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Schwab US Large- Cap ETF

1,532 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 99 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
1,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55M
Puts
$626K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
226
Savvy Advisors Inc
New York
$14.1M
LPAM
227
Lodestar Private Asset Management
California
$14M
ELM
228
Elite Life Management
Florida
$14M
AFP
229
Arnold Financial Planning
Iowa
$13.6M
VT
230
Vise Technologies
New York
$13.5M
MBI
231
May Barnhard Investments
Maryland
$13.5M
SPC
232
Sigma Planning Corp
Michigan
$13.4M
CG
233
Caprock Group
Idaho
$13.3M
CA
234
CoreCap Advisors
Michigan
$13.3M
CFO
235
CVA Family Office
Colorado
$13.1M
SEM
236
Strategic Equity Management
Arizona
$13.1M
AIA
237
Arcadia Investment Advisors
Idaho
$12.9M
ACG
238
Allen Capital Group
Nebraska
$12.9M
EH
239
Equitable Holdings
New York
$12.7M
NSAM
240
North Star Asset Management
Wisconsin
$12.4M
EF
241
Envision Financial
Wisconsin
$12.3M
NFG
242
Nations Financial Group
Iowa
$12.1M
GCM
243
G2 Capital Management
Ohio
$12M
KW
244
Keyvantage Wealth
Pennsylvania
$12M
AMM
245
American Money Management
California
$11.9M
MML Investors Services
246
MML Investors Services
Massachusetts
$11.9M
SCM
247
SCS Capital Management
Massachusetts
$11.8M
EA
248
Enclave Advisors
Texas
$11.7M
PC
249
Payne Capital
Oregon
$11.6M
LWM
250
LongView Wealth Management
Georgia
$11.4M