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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
AFG
701
Atomi Financial Group
New York
$1.39M +$89.6K +3,340 +7%
CA
702
CWC Advisors
Oregon
$1.38M -$186K -6,946 -11%
BIM
703
Breakwater Investment Management
Washington
$1.38M -$60.7K -2,262 -4%
GFA
704
Godfrey Financial Associates
New York
$1.36M -$12.2K -453 -0.8%
GT
705
Glenmede Trust
Pennsylvania
$1.35M -$119K -4,438 -8%
SI
706
Seeds Investor
New York
$1.33M +$1.3M +48,590 New
CWRP
707
Cassady Wealth & Retirement Planning
Nevada
$1.33M +$15.1K +564 +1%
VC
708
Veery Capital
Delaware
$1.31M +$23.7K +883 +2%
AWM
709
Aprio Wealth Management
Georgia
$1.31M +$1.08M +40,414 +383%
VAI
710
Vanguard Advisers Inc
Pennsylvania
$1.3M +$1.36M +50,769 New
CCA
711
Clarity Capital Advisors
Florida
$1.29M +$3.92K +146 +0.3%
BL
712
BFSG LLC
California
$1.28M +$26K +968 +2%
VPA
713
Vernal Point Advisors
California
$1.28M
Empower Advisory Group
714
Empower Advisory Group
Colorado
$1.28M -$334K -12,452 -20%
CFG
715
Clayton Financial Group
Missouri
$1.27M +$2.87K +107 +0.2%
AWM
716
Ariadne Wealth Management
California
$1.27M
RFP
717
Root Financial Partners
California
$1.26M +$297K +11,079 +29%
RDFA
718
Ritter Daniher Financial Advisory
Ohio
$1.24M +$31.4K +1,172 +2%
LCC
719
Lincoln Capital Corp
Rhode Island
$1.24M
FPCP
720
Fort Point Capital Partners
California
$1.24M
FCM
721
Flagship Capital Management
Pennsylvania
$1.24M -$20.7K -771 -2%
HCP
722
Hardin Capital Partners
South Carolina
$1.24M +$154K +5,736 +14%
CCM
723
Colorado Capital Management
Colorado
$1.23M +$3.49K +130 +0.3%
CAMG
724
CWA Asset Management Group
Florida
$1.23M +$767K +28,581 +147%
LIM
725
Lathrop Investment Management
Arkansas
$1.23M -$15.9K -591 -1%