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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
MFA
251
Morling Financial Advisors
California
$11.4M
IWM
252
IHT Wealth Management
Illinois
$11.4M
KF
253
K2 Financial
California
$11.4M
FFP
254
Frisco Financial Planning
Texas
$11.4M
HFS
255
Hantz Financial Services
Michigan
$11.4M
BAMG
256
Brand Asset Management Group
Missouri
$11.3M
YAIA
257
Yanni & Associates Investment Advisors
Pennsylvania
$11.1M
FF
258
Farrell Financial
New York
$11.1M
SFWC
259
Strategic Family Wealth Counselors
New Jersey
$11M
GFP
260
Guardian Financial Partners
California
$10.9M
AWE
261
Avidian Wealth Enterprises
Texas
$10.8M
BFA
262
Ballast Financial Advisors
Pennsylvania
$10.8M
CHA
263
Cooper/Haims Advisors
New York
$10.8M
CPL
264
CAP Partners LLC
Tennessee
$10.7M
RWP
265
Revolve Wealth Partners
New Jersey
$10.6M
TCM
266
Tradewinds Capital Management
Washington
$10.5M
IC
267
IEQ Capital
California
$10.5M
UAG
268
United Advisor Group
Ohio
$10.5M
PA
269
PFG Advisors
Arizona
$10.5M
NA
270
NewEdge Advisors
Louisiana
$10.4M
MA
271
MBA Advisors
Pennsylvania
$10.4M
EWP
272
Elevation Wealth Partners
California
$10.4M
NP
273
NorthRock Partners
Minnesota
$10.3M
GC
274
Grimes & Company
Massachusetts
$10M
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$9.96M