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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 99 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

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,533 (-17)

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
-17
Holders Change %
-1.1%
% 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
99
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
SIM
51
Sims Investment Management
Ohio
$84.8M -$3.07M -114,340 -3%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$84.1M +$22.2M +825,948 +33%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$82.2M -$120K -4,458 -0.1%
BlackRock
54
BlackRock
New York
$82M +$54.4M +2,029,622 +174%
EWA
55
EP Wealth Advisors
California
$81.7M -$855K -31,889 -1%
HWM
56
HB Wealth Management
Georgia
$78.6M +$963K +35,898 +1%
Ameriprise
57
Ameriprise
Minnesota
$77M -$12.9M -480,209 -14%
CAAM
58
Cornerstone Advisors Asset Management
Pennsylvania
$76.8M +$2.11M +78,553 +3%
ACA
59
Aptus Capital Advisors
Alabama
$72.6M +$4.18M +155,720 +6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$72.5M +$2.61M +97,316 +4%
WANY
61
Wealthspire Advisors (New York)
New York
$72.4M +$175K +6,521 +0.2%
CAM
62
Cresset Asset Management
Illinois
$71.9M -$622K -23,170 -0.8%
JP Morgan Chase
63
JP Morgan Chase
New York
$71.6M +$8.75M +326,165 +13%
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$71.1M +$4.03M +150,206 +6%
FSAG
65
Financial Solutions Advisory Group
Illinois
$70.8M +$74M +2,760,441 New
BAAM
66
Baker Avenue Asset Management
California
$69.9M +$785K +29,251 +1%
JIP
67
Jaffetilchin Investment Partners
Florida
$66.1M +$171K +6,388 +0.2%
SAM
68
Standpoint Asset Management
Arizona
$65.7M -$2.5M -93,200 -4%
SC
69
Savant Capital
Illinois
$64.1M +$970K +36,176 +1%
BSB
70
Bangor Savings Bank
Maine
$62.2M -$1.25M -46,689 -2%
BFG
71
Berger Financial Group
Minnesota
$60.7M +$773K +28,815 +1%
SA
72
Scarborough Advisors
Maryland
$60.5M +$63.3M +2,359,231 New
NC
73
NewSquare Capital
Pennsylvania
$60.3M +$2.02M +75,152 +3%
LWMT
74
Legacy Wealth Management (Tennessee)
Tennessee
$58.5M +$2.07M +77,273 +4%
CI
75
CacheTech Inc
Utah
$57.9M -$1.16M -43,084 -2%