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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
WCM
676
Weaver Capital Management
Georgia
$1.52M -$86.7K -3,232 -5%
CPA
677
Capital Performance Advisors
California
$1.52M +$246K +9,187 +18%
BWP
678
Balboa Wealth Partners
Arizona
$1.51M +$281K +10,482 +22%
AMIM
679
Aull & Monroe Investment Management
Alabama
$1.51M +$16.7K +621 +1%
HT
680
Heritage Trust
Oklahoma
$1.5M
BMCM
681
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$8.32K -310 -0.5%
Baird Financial Group
682
Baird Financial Group
Wisconsin
$1.49M +$226K +8,436 +17%
EWM
683
Evolution Wealth Management
Florida
$1.48M -$564K -21,027 -27%
BPWM
684
Badgley Phelps Wealth Managers
Washington
$1.48M -$6.65K -248 -0.4%
TPI
685
Trust Point Inc
Wisconsin
$1.47M
AIA
686
AssuredPartners Investment Advisors
Florida
$1.47M +$5.61K +209 +0.4%
IFS
687
Ifrah Financial Services
Arkansas
$1.46M -$19.9K -743 -1%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$1.45M
FAG
689
Fortitude Advisory Group
Washington
$1.45M +$2.25K +84 +0.1%
KA
690
KLCM Advisors
Wisconsin
$1.44M +$57.7K +2,150 +4%
KIA
691
KCM Investment Advisors
California
$1.44M +$19.8K +738 +1%
LEFP
692
Leading Edge Financial Planning
Tennessee
$1.44M +$434K +16,197 +41%
TCA
693
Transcend Capital Advisors
New Jersey
$1.43M +$181K +6,742 +14%
EA
694
Evolution Advisers
Virginia
$1.43M -$83.9K -3,126 -5%
TFP
695
Tilia Fiduciary Partners
North Carolina
$1.41M -$15.3K -569 -1%
CAL
696
Capital Analysts LLC
Pennsylvania
$1.41M +$79.4K +2,959 +6%
RWM
697
Revisor Wealth Management
Ohio
$1.4M +$10.1K +377 +0.7%
GG
698
GenWealth Group
New Jersey
$1.4M -$18.2K -680 -1%
TYCC
699
Texas Yale Capital Corp
Florida
$1.4M -$2.07K -77 -0.1%
VCWA
700
Vanguard Capital Wealth Advisors
Colorado
$1.4M +$61.2K +2,283 +4%