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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
MCCP
401
Mission Creek Capital Partners
California
$4.75M
SWM
402
Selby Wealth Management
California
$4.6M
MWA
403
Muirfield Wealth Advisors
North Carolina
$4.6M
AI
404
Atria Investments
North Carolina
$4.6M
TC
405
Tenret Company
Florida
$4.56M
BIA
406
Bigelow Investment Advisors
Maine
$4.54M
CW
407
Code Waechter
Florida
$4.52M
WAG
408
Winthrop Advisory Group
Massachusetts
$4.45M
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$4.38M
DWM
410
Diversify Wealth Management
Utah
$4.37M
AWM
411
Axxcess Wealth Management
California
$4.35M
HMS
412
Hanseatic Management Services
New Mexico
$4.34M
PFM
413
Peak Financial Management
Massachusetts
$4.34M
AMG
414
Asset Management Group
Connecticut
$4.32M
CP
415
Creekside Partners
California
$4.31M
WC
416
Waterloo Capital
Texas
$4.29M
HCM
417
Hollencrest Capital Management
California
$4.27M
CA
418
Clearstead Advisors
Ohio
$4.26M
FFA
419
First Foundation Advisors
California
$4.22M
ACM
420
Armbruster Capital Management
New York
$4.2M
GGI
421
Godsey & Gibb Inc
Virginia
$4.2M
RWB
422
RMR Wealth Builders
New Jersey
$4.2M
IWMA
423
Ironwood Wealth Management (Arizona)
Arizona
$4.19M
CFG
424
Chapman Financial Group
Hawaii
$4.15M
SF
425
Seros Financial
Arizona
$4.14M