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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
AWM
476
Aureum Wealth Management
Florida
$3.38M
PWM
477
Penobscot Wealth Management
Maine
$3.37M
1WM
478
1900 Wealth Management
Texas
$3.36M
BFS
479
Bradley Foster & Sargent
Connecticut
$3.3M
VAMG
480
Voisard Asset Management Group
Michigan
$3.28M
Lazard Asset Management
481
Lazard Asset Management
New York
$3.25M
FCC
482
Flower City Capital
New York
$3.23M
PIA
483
Pinion Investment Advisors
Kansas
$3.21M
IA
484
IF Advisors
Texas
$3.2M
GHA
485
GW Henssler & Associates
Georgia
$3.19M
BFM
486
Broadview Financial Management
Wisconsin
$3.19M
AF
487
Advisornet Financial
Minnesota
$3.18M
SW
488
Simplicity Wealth
New Jersey
$3.18M
FA
489
Fagan Associates
New York
$3.17M
WTC
490
WhitTier Trust Company
Nevada
$3.17M
AC
491
Apella Capital
Connecticut
$3.15M
RC
492
Roundview Capital
New Jersey
$3.15M
CMBA
493
C.M. Bidwell & Associates
Hawaii
$3.12M
SFA
494
Seneca Financial Advisors
New York
$3.11M
7WCP
495
71 West Capital Partners
Massachusetts
$3.1M
CCM
496
Condor Capital Management
New Jersey
$3.09M
NHC
497
Nicholas Hoffman & Company
Georgia
$3.07M
SIC
498
Sigma Investment Counselors
Michigan
$3.07M
GPFA
499
Game Plan Financial Advisors
Ohio
$3.04M
CAI
500
Capital Advisors Inc
Oklahoma
$3.03M