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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
WCM
676
Weaver Capital Management
Georgia
$1.52M
CPA
677
Capital Performance Advisors
California
$1.52M
BWP
678
Balboa Wealth Partners
Arizona
$1.51M
AMIM
679
Aull & Monroe Investment Management
Alabama
$1.51M
HT
680
Heritage Trust
Oklahoma
$1.5M
BMCM
681
Bryn Mawr Capital Management
Pennsylvania
$1.5M
Baird Financial Group
682
Baird Financial Group
Wisconsin
$1.49M
EWM
683
Evolution Wealth Management
Florida
$1.48M
BPWM
684
Badgley Phelps Wealth Managers
Washington
$1.48M
TPI
685
Trust Point Inc
Wisconsin
$1.47M
AIA
686
AssuredPartners Investment Advisors
Florida
$1.47M
IFS
687
Ifrah Financial Services
Arkansas
$1.46M
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$1.45M
FAG
689
Fortitude Advisory Group
Washington
$1.45M
KA
690
KLCM Advisors
Wisconsin
$1.44M
KIA
691
KCM Investment Advisors
California
$1.44M
LEFP
692
Leading Edge Financial Planning
Tennessee
$1.44M
TCA
693
Transcend Capital Advisors
New Jersey
$1.43M
EA
694
Evolution Advisers
Virginia
$1.43M
TFP
695
Tilia Fiduciary Partners
North Carolina
$1.41M
CAL
696
Capital Analysts LLC
Pennsylvania
$1.41M
RWM
697
Revisor Wealth Management
Ohio
$1.4M
GG
698
GenWealth Group
New Jersey
$1.4M
TYCC
699
Texas Yale Capital Corp
Florida
$1.4M
VCWA
700
Vanguard Capital Wealth Advisors
Colorado
$1.4M