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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
VA
376
Valmark Advisers
Ohio
$5.55M
YIA
377
YHB Investment Advisors
Connecticut
$5.53M
B
378
Bailard
California
$5.48M
DCM
379
Dorato Capital Management
Colorado
$5.38M
DP
380
Denver PWM
Colorado
$5.36M
TWM
381
Thrive Wealth Management
Pennsylvania
$5.32M
MCM
382
Mengis Capital Management
Oregon
$5.32M
Pathstone Holdings
383
Pathstone Holdings
New Jersey
$5.24M
VPIM
384
Vanguard Personalized Indexing Management
California
$5.15M
NRI
385
NFP Retirement Inc
California
$5.13M
CB
386
Commerce Bank
Missouri
$5.11M
OFG
387
Omega Financial Group
California
$5.08M
MF
388
Montis Financial
Massachusetts
$5.05M
SAM
389
Sawgrass Asset Management
Florida
$5.02M
AFP
390
Ausdal Financial Partners
Iowa
$5M
AL
391
Aspiriant LLC
California
$4.98M
EWM
392
Elmwood Wealth Management
California
$4.98M
TPCW
393
TD Private Client Wealth
New York
$4.96M
SFS
394
Sowell Financial Services
Arkansas
$4.93M
RMC
395
Ring Mountain Capital
California
$4.91M
DTC
396
Davidson Trust Company
Washington
$4.85M
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$4.84M
APSI
398
Asset Planning Services Inc
Louisiana
$4.78M
CPA
399
Cathy Pareto & Associates
Florida
$4.78M
SWP
400
Stratos Wealth Partners
Ohio
$4.76M