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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
MIA
426
MeadowBrook Investment Advisors
Michigan
$4.14M
SHGA
427
Sand Hill Global Advisors
California
$4.11M
MTIC
428
Missouri Trust & Investment Company
Missouri
$4.11M
SFS
429
Summit Financial Strategies
Ohio
$4.06M
VAF
430
Values Added Financial
District of Columbia
$4.06M
PAS
431
Park Avenue Securities
New York
$4.03M
RWP
432
RWA Wealth Partners
Massachusetts
$4.02M
PWM
433
Paulson Wealth Management
Illinois
$4.01M
SWM
434
Shelton Wealth Management
Texas
$4.01M
BCM
435
Brookstone Capital Management
Illinois
$4M
BI
436
Berkeley Inc
Idaho
$3.97M
FVIM
437
Fort Vancouver Investment Management
Washington
$3.94M
SPFA
438
Summit Place Financial Advisors
New Jersey
$3.94M
CFM
439
Cornerstone Financial Management
Massachusetts
$3.93M
CFG
440
Carr Financial Group
Massachusetts
$3.92M
CBU
441
CIBC Bancorp USA
Illinois
$3.9M
PAI
442
Pittenger & Anderson Inc
Nebraska
$3.89M
WFA
443
WJ Financial Advisors
Connecticut
$3.88M
NW
444
NewEdge Wealth
Pennsylvania
$3.87M
BIMC
445
Benson Investment Management Company
Virginia
$3.87M
NGA
446
Naples Global Advisors
Florida
$3.87M
PA
447
Procyon Advisors
Connecticut
$3.86M
MWM
448
Meridian Wealth Management
Kentucky
$3.86M
PIP
449
Peachtree Investment Partners
Florida
$3.84M
MW
450
Maia Wealth
Colorado
$3.83M