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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
LKBC
576
L.K. Benson & Company
Maryland
$2.18M
VP
577
Verum Partners
North Carolina
$2.18M
BOC
578
Bull Oak Capital
California
$2.17M
Fifth Third Bancorp
579
Fifth Third Bancorp
Ohio
$2.17M
SCM
580
Stordahl Capital Management
Colorado
$2.16M
CWM
581
Cabot Wealth Management
Massachusetts
$2.16M
FG
582
Foster Group
Iowa
$2.16M
OFA
583
Orographic Financial Advisors
Colorado
$2.15M
OC
584
Oppenheimer & Co
New York
$2.14M
IFG
585
Independent Financial Group
California
$2.13M
PWW
586
Pettyjohn Wood & White
Virginia
$2.1M
BFG
587
Bouchey Financial Group
New York
$2.09M
AV
588
Aspiring Ventures
Ohio
$2.08M
PFA
589
Plotkin Financial Advisors
Maryland
$2.08M
WC
590
Wynn Capital
Georgia
$2.08M
RWMH
591
Riverpoint Wealth Management Holdings
Illinois
$2.05M
OF
592
Outfitter Financial
Maine
$2.05M
CSI
593
Cross Staff Investments
New York
$2.04M
MFT
594
Moisand Fitzgerald Tamayo
Florida
$2.04M
EFS
595
Econ Financial Services
Pennsylvania
$2.03M
CPA
596
Clear Point Advisors
New York
$2.02M
PS
597
Principal Securities
Iowa
$2.01M
ECM
598
Elgethun Capital Management
South Dakota
$2.01M
TSS
599
Two Sigma Securities
New York
$2M
SC
600
Shearwater Capital
Colorado
$1.98M