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Schwab US Large- Cap ETF

1,533 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 100 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5491,533 (-16)

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
1,533
Holders Change
-16
Holders Change %
-1.03%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
100
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
626
LBMC Investment Advisors
Tennessee
$1.8M
GVAG
627
Great Valley Advisor Group
Delaware
$1.77M +$832 +31 +0%
OCWP
628
Owl Creek Wealth Partners
Colorado
$1.77M +$1.85M +69,032 New
PSCM
629
Per Stirling Capital Management
Texas
$1.77M -$15K -561 -0.8%
EAM
630
Evanson Asset Management
California
$1.77M +$9.34K +348 +0.5%
EW
631
Evoke Wealth
California
$1.77M -$441K -16,426 -19%
ANTB
632
AMG National Trust Bank
Colorado
$1.76M +$1.56K +58 +0.1%
VIA
633
Victrix Investment Advisors
Florida
$1.76M -$203K -7,569 -10%
PFA
634
Pinnacle Family Advisors
Missouri
$1.74M -$193K -7,188 -10%
HIP
635
HUB Investment Partners
Texas
$1.74M -$90.5K -3,372 -5%
WIM
636
Warwick Investment Management
Texas
$1.74M
EWA
637
Emergent Wealth Advisors
New York
$1.72M +$28.8K +1,073 +2%
WAM
638
Worth Asset Management
Texas
$1.72M -$411K -15,324 -19%
VCM
639
Vision Capital Management
Oregon
$1.71M -$805 -30 -0%
B
640
Birchbrook
Maine
$1.71M -$4.7M -175,072 -72%
SSW
641
Stone Summit Wealth
Florida
$1.7M +$321K +11,967 +22%
AWA
642
Arkadios Wealth Advisors
Georgia
$1.7M +$713K +26,589 +67%
AC
643
Avant Capital
Louisiana
$1.69M -$64.8K -2,414 -4%
FWI
644
Facet Wealth Inc
Maryland
$1.68M +$340K +12,669 +24%
APG
645
Abacus Planning Group
South Carolina
$1.67M -$31.5K -1,175 -2%
CI
646
CX Institutional
Indiana
$1.67M +$7.24K +270 +0.4%
CCG
647
Chatham Capital Group
Georgia
$1.66M
SHA
648
Seneca House Advisors
Virginia
$1.66M -$30.8K -1,148 -2%
BH
649
Burk Holdings
Oklahoma
$1.66M +$20K +745 +1%
RF
650
RHS Financial
California
$1.65M -$503K -18,751 -23%