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Schwab US Large- Cap ETF

1,514 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 642 increasing their positions, 530 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.15% less ownership

Funds ownership: 47.61%45.46% (-2.1%)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.21B)

Holders
1,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
BPA
26
Beacon Pointe Advisors
California
$199M
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$194M
LPL Financial
28
LPL Financial
California
$193M
VIA
29
Vantagepoint Investment Advisers
District of Columbia
$191M
AssetMark Inc
30
AssetMark Inc
California
$167M
Corient Private Wealth
31
Corient Private Wealth
Florida
$165M
AA
32
Apriem Advisors
California
$144M
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$136M
FC
34
Financial Consulate
Maryland
$133M
JIC
35
Johnson Investment Counsel
Ohio
$132M
FFA
36
Farther Finance Advisors
California
$127M
BWA
37
BlueSky Wealth Advisors
North Carolina
$125M
OWM
38
Orgel Wealth Management
Wisconsin
$120M
EWM
39
Evermay Wealth Management
Virginia
$112M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$107M
CST
41
Charles Schwab Trust
Nevada
$107M
SCM
42
Steele Capital Management
Iowa
$105M
AQR Capital Management
43
AQR Capital Management
Connecticut
$102M
FIG
44
FSA Investment Group
Florida
$97.4M
CRC
45
Curi RMB Capital
Illinois
$93M
GG
46
Greenwood Gearhart
Arkansas
$90.3M
MWP
47
Meridian Wealth Partners
Pennsylvania
$89.8M
IWC
48
Integrated Wealth Concepts
Massachusetts
$89.4M
CL
49
Choreo LLC
Illinois
$85.6M
Osaic Holdings
50
Osaic Holdings
Arizona
$85.2M