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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
ASN
301
Advisory Services Network
Georgia
$8.55M
OPWM
302
Oakwell Private Wealth Management
Texas
$8.39M
BAM
303
Berkshire Asset Management
Pennsylvania
$8.15M
MWA
304
Medallion Wealth Advisors
Connecticut
$8.1M
CWM
305
Circle Wealth Management
New Jersey
$7.96M
MS
306
Monetary Solutions
Ohio
$7.84M
PIMG
307
Patriot Investment Management Group
Tennessee
$7.82M
JFGLC
308
Johnson Financial Group LLC (Colorado)
Colorado
$7.79M
PAG
309
Private Advisor Group
New Jersey
$7.72M
CIA
310
Concurrent Investment Advisors
Florida
$7.67M
MW
311
MBL Wealth
North Carolina
$7.66M
GGI
312
GPM Growth Investors
Michigan
$7.56M
Tudor Investment Corp
313
Tudor Investment Corp
Connecticut
$7.56M
NIM
314
Nicollet Investment Management
Minnesota
$7.51M
RG
315
Raine Group
New York
$7.48M
FSWA
316
Financial Synergies Wealth Advisors
Texas
$7.48M
AIM
317
AMI Investment Management
Indiana
$7.43M
KAS
318
Kestra Advisory Services
Texas
$7.37M
ACM
319
Arcataur Capital Management
Wisconsin
$7.36M
RTL
320
Red Tortoise LLC
Georgia
$7.35M
BCWM
321
Bartlett & Co Wealth Management
Ohio
$7.34M
Bank of New York Mellon
322
Bank of New York Mellon
New York
$7.33M
CG
323
Cynosure Group
Utah
$7.29M
BCM
324
Barden Capital Management
Texas
$7.23M
CFMC
325
Curbstone Financial Management Corp
New Hampshire
$7.15M