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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
SC
551
SouthState Corp
Florida
$2.4M
NA
552
Nottingham Advisors
New York
$2.4M
PL
553
Plancorp LLC
Missouri
$2.39M
CFO
554
Callan Family Office
Pennsylvania
$2.38M
DSC
555
Duncker Streett & Co
Missouri
$2.36M
SP
556
Successful Portfolios
Florida
$2.35M
OE
557
OFS Enterprise
Nebraska
$2.35M
RWM
558
Rialto Wealth Management
New York
$2.33M
VWA
559
VERITY Wealth Advisors
United States
$2.31M
CWM
560
CCG Wealth Management
California
$2.31M
CA
561
Capital Advantage
California
$2.3M
CCW
562
Coastline Complete Wealth
South Carolina
$2.28M
RAG
563
RIA Advisory Group
Iowa
$2.27M
RZH
564
Relyea Zuckerberg Hanson
Connecticut
$2.27M
SQA
565
Simon Quick Advisors
New Jersey
$2.27M
DAS
566
Daybright Advisory Services
Florida
$2.25M
AFA
567
American Financial Advisors
Georgia
$2.24M
SWM
568
Stockman Wealth Management
Montana
$2.24M
MCM
569
Mitchell Capital Management
Kansas
$2.24M
ISFAN
570
Investor's Fiduciary Advisor Network
Washington
$2.22M
KeyBank National Association
571
KeyBank National Association
Ohio
$2.2M
AIM
572
Aspen Investment Management
Michigan
$2.2M
Renaissance Technologies
573
Renaissance Technologies
New York
$2.19M
AIS
574
American Investment Services
Massachusetts
$2.18M
CFD
575
Creative Financial Designs
Indiana
$2.18M