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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
GEM
276
Global Endowment Management
North Carolina
$9.95M
GSAM
277
Grant Street Asset Management
Pennsylvania
$9.87M
BW
278
Balance Wealth
Ohio
$9.8M
AWM
279
Apollon Wealth Management
South Carolina
$9.67M
CSF
280
Capital Squared Financial
Maryland
$9.54M
RWRC
281
R.W. Roge & Company
New York
$9.49M
WETS
282
Wealth Enhancement Trust Services
South Dakota
$9.4M
FF
283
Farnam Financial
Arizona
$9.36M
MFP
284
Meramec Financial Planners
Missouri
$9.35M
Lido Advisors
285
Lido Advisors
California
$9.33M
AC
286
Attessa Capital
Arizona
$9.28M
LPT
287
Legacy Private Trust
Wisconsin
$9.26M
ADL
288
Asset Dedication LLC
California
$9.26M
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$9.13M
RFA
290
RTD Financial Advisors
Pennsylvania
$9.08M
USCWA
291
U.S. Capital Wealth Advisors
Texas
$9.06M
MWM
292
Mission Wealth Management
California
$8.91M
LF
293
Lee Financial
Texas
$8.84M
GI
294
Gradient Investments
Minnesota
$8.78M
PA
295
Planning Alternatives
Michigan
$8.78M
AC
296
AlphaCore Capital
California
$8.72M
VWA
297
VSM Wealth Advisory
Maryland
$8.68M
WCFA
298
Walkner Condon Financial Advisors
Wisconsin
$8.6M
CWA
299
Consilium Wealth Advisory
Texas
$8.59M
EW
300
Element Wealth
Mississippi
$8.59M