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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
FTS
601
Fifth Third Securities
Ohio
$1.98M
FWP
602
FAS Wealth Partners
Kansas
$1.97M
FCP
603
Fidelis Capital Partners
Florida
$1.97M
WAG
604
Wiser Advisor Group
Arizona
$1.97M
MSG
605
Main Street Group
Virginia
$1.96M
SWA
606
Sax Wealth Advisors
New Jersey
$1.96M
9FG
607
93 Financial Group
Massachusetts
$1.95M
WF
608
Womack Financial
Texas
$1.94M
AOWM
609
Alpha Omega Wealth Management
Virginia
$1.92M
PFWA
610
Paces Ferry Wealth Advisors
Georgia
$1.92M
FCH
611
Freestone Capital Holdings
Washington
$1.92M
Brown Advisory
612
Brown Advisory
Maryland
$1.91M
EFG
613
Everhart Financial Group
Ohio
$1.9M
MSWMA
614
Market Street Wealth Management Advisors
Indiana
$1.89M
AAP
615
Arax Advisory Partners
Colorado
$1.89M
AA
616
Alesco Advisors
New York
$1.89M
JFG
617
Jefferies Financial Group
New York
$1.88M
JWA
618
JFS Wealth Advisors
Pennsylvania
$1.86M
MS
619
Madden Securities
Texas
$1.85M
CTWM
620
Cherry Tree Wealth Management
Minnesota
$1.85M
CIC
621
Cutler Investment Counsel
Oregon
$1.85M
RRA
622
Red Reef Advisors
Florida
$1.82M
HWA
623
Heartwood Wealth Advisors
Virginia
$1.81M
AG
624
AlTi Global
New York
$1.8M
CIA
625
Compass Ion Advisors
Pennsylvania
$1.8M