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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
PA
451
Parallel Advisors
California
$3.8M
ES
452
ETF Store
Kansas
$3.77M
EWA
453
Exencial Wealth Advisors
Oklahoma
$3.76M
BFA
454
Beaumont Financial Advisors
Massachusetts
$3.72M
MAMG
455
Milestone Asset Management Group
Connecticut
$3.67M
PCWA
456
Pacific Capital Wealth Advisors
California
$3.66M
AMG
457
Advisors Management Group
Wisconsin
$3.64M
HKIMG
458
Hutchens & Kramer Investment Management Group
Indiana
$3.64M
PCM
459
Poehling Capital Management
Wisconsin
$3.63M
LFG
460
Larson Financial Group
Missouri
$3.61M
TPA
461
Trivium Point Advisory
Connecticut
$3.54M
SHJ
462
Sharkey, Howes & Javer
Colorado
$3.53M
RM
463
RCW Management
Florida
$3.51M
PAYA
464
Phil A. Younker & Associates
Alaska
$3.51M
BRPW
465
Ballast Rock Private Wealth
South Carolina
$3.5M
CWA
466
Crusonia Wealth Advisors
Colorado
$3.48M
AAS
467
Ameritas Advisory Services
Nebraska
$3.47M
DWM
468
Dakota Wealth Management
Florida
$3.47M
TWG
469
The Wealth Group
Minnesota
$3.46M
EFP
470
Elser Financial Planning
Indiana
$3.44M
CCWA
471
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M
IP
472
Indivisible Partners
Florida
$3.43M
WPC
473
Wedmont Private Capital
Pennsylvania
$3.43M
SWASL
474
Spartan Wealth Advisory Services LLC
Michigan
$3.41M
HWMG
475
Hurlow Wealth Management Group
Indiana
$3.4M