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Schwab US Large- Cap ETF

1,533 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

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,533 (-17)

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
1,533
Holders Change
-17
Holders Change %
-1.1%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
99
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$199M +$35.1M +1,306,884 +20%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$194M +$12.2M +454,867 +6%
LPL Financial
28
LPL Financial
California
$193M -$4.25M -158,474 -2%
VIA
29
Vantagepoint Investment Advisers
District of Columbia
$191M -$3.61M -134,564 -2%
AssetMark Inc
30
AssetMark Inc
California
$167M +$69.6K +2,595 +0%
Corient Private Wealth
31
Corient Private Wealth
Florida
$165M -$117M -4,366,960 -39%
AA
32
Apriem Advisors
California
$144M -$14.3M -534,325 -9%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$136M -$176K -6,550 -0.1%
FC
34
Financial Consulate
Maryland
$133M -$262K -9,771 -0.2%
JIC
35
Johnson Investment Counsel
Ohio
$132M +$1.57M +58,533 +1%
FFA
36
Farther Finance Advisors
California
$127M +$25.5M +952,260 +24%
BWA
37
BlueSky Wealth Advisors
North Carolina
$125M -$35.7M -1,330,182 -21%
OWM
38
Orgel Wealth Management
Wisconsin
$120M +$314K +11,704 +0.3%
EWM
39
Evermay Wealth Management
Virginia
$112M -$1.79M -66,827 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$107M +$62M +2,311,536 +125%
CST
41
Charles Schwab Trust
Nevada
$107M -$1.46M -54,606 -1%
SCM
42
Steele Capital Management
Iowa
$105M +$2.62M +97,756 +2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$102M +$32.6M +1,214,137 +44%
FIG
44
FSA Investment Group
Florida
$97.4M +$6.81M +253,826 +7%
CRC
45
Curi RMB Capital
Illinois
$93M +$1.75M +65,360 +2%
GG
46
Greenwood Gearhart
Arkansas
$90.3M -$32.9M -1,225,524 -26%
MWP
47
Meridian Wealth Partners
Pennsylvania
$89.8M +$2.54M +94,697 +3%
IWC
48
Integrated Wealth Concepts
Massachusetts
$89.4M +$9.01M +335,793 +11%
CL
49
Choreo LLC
Illinois
$85.6M +$54.8M +2,042,836 +158%
Osaic Holdings
50
Osaic Holdings
Arizona
$85.2M +$14.1M +524,003 +19%