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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
MFWP
501
Mosaic Family Wealth Partners
Missouri
$2.98M
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$2.94M
CIA
503
Capital Investment Advisors
Georgia
$2.93M
NCM
504
Next Capital Management
New York
$2.93M
TCIIS
505
TIAA-CREF Individual & Institutional Services
New York
$2.92M
VFA
506
Valeo Financial Advisors
Indiana
$2.92M
P
507
&Partners
Tennessee
$2.92M
HC
508
Hurley Capital
New York
$2.91M
CIR
509
Clear Investment Research
Georgia
$2.89M
KCM
510
Kathmere Capital Management
Pennsylvania
$2.87M
TIA
511
Traphagen Investment Advisors
New Jersey
$2.87M
JC
512
JM2 Capital
Oklahoma
$2.87M
PA
513
Pinnacle Associates
New York
$2.86M
CFG
514
Cooper Financial Group
California
$2.84M
WI
515
Wedgewood Investors
Pennsylvania
$2.82M
MT
516
Midwest Trust
Kansas
$2.79M
IAN
517
Integrated Advisors Network
Texas
$2.79M
WP
518
WealthShield Partners
North Carolina
$2.77M
PCM
519
Parsons Capital Management
Rhode Island
$2.75M
BNMT
520
Bawa N Mallick Trust
New York
$2.72M
FRA
521
Front Row Advisors
California
$2.71M
WP
522
Westmount Partners
California
$2.7M
SF
523
Sun Financial
Utah
$2.69M
FGC
524
First Growth Capital
Maryland
$2.68M
ZF
525
Zhang Financial
Michigan
$2.66M