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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
NB
651
Northwest Bancshares
Pennsylvania
$1.64M
HI
652
Human Investing
Oregon
$1.64M +$28.5K +1,061 +2%
KWM
653
Kingsview Wealth Management
Oregon
$1.63M +$177K +6,581 +12%
CAL
654
Capital Advisors Ltd
Ohio
$1.63M
TFS
655
Thoroughbred Financial Services
Tennessee
$1.62M -$78.7K -2,935 -4%
CCFM
656
Clear Creek Financial Management
Washington
$1.62M +$196K +7,323 +13%
PCM
657
Passive Capital Management
Maryland
$1.6M
AUB
658
Atlantic Union Bankshares
Virginia
$1.6M +$11.2K +417 +0.7%
EWA
659
EverSource Wealth Advisors
Alabama
$1.6M -$104K -3,891 -6%
CAM
660
Carret Asset Management
New York
$1.58M -$188 -7 -0%
RPGK
661
Retirement Planning Group (Kansas)
Kansas
$1.58M +$481K +17,925 +41%
FM
662
Family Management
New York
$1.57M +$215 +8 +0%
AAG
663
Armstrong Advisory Group
Massachusetts
$1.57M +$1.01M +37,621 +159%
SAM
664
Smartleaf Asset Management
Massachusetts
$1.57M +$245K +9,117 +17%
JJBC
665
James J. Burns & Company
New York
$1.56M -$7.97K -297 -0.5%
IF
666
Ironwood Financial
Arizona
$1.55M -$26.2K -977 -2%
TW
667
TritonPoint Wealth
Maryland
$1.55M -$14.1K -525 -0.9%
BF
668
Brucke Financial
Indiana
$1.55M -$1.46M -54,332 -47%
CMAI
669
Capital Management Associates Inc
Minnesota
$1.54M +$1.31K +49 +0.1%
TAM
670
Townsend Asset Management
North Carolina
$1.54M -$17.4K -650 -1%
SWM
671
SeaCrest Wealth Management
New York
$1.54M -$9.31K -347 -0.6%
MMA
672
Miracle Mile Advisors
California
$1.54M +$666K +24,839 +71%
MCA
673
Millennium Capital Advisors
Arkansas
$1.53M -$45.5K -1,697 -3%
First Manhattan
674
First Manhattan
New York
$1.53M +$982K +36,605 +159%
WI
675
Westbourne Investments
Virginia
$1.53M -$29.5K -1,100 -2%