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Schwab US Large- Cap ETF

1,514 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 642 increasing their positions, 530 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.15% less ownership

Funds ownership: 47.61%45.46% (-2.1%)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.21B)

Holders
1,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
SIM
51
Sims Investment Management
Ohio
$84.8M
Jones Financial Companies
52
Jones Financial Companies
Missouri
$84.1M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$82.2M
BlackRock
54
BlackRock
New York
$82M
EWA
55
EP Wealth Advisors
California
$81.7M
HWM
56
HB Wealth Management
Georgia
$78.6M
Ameriprise
57
Ameriprise
Minnesota
$77M
CAAM
58
Cornerstone Advisors Asset Management
Pennsylvania
$76.8M
ACA
59
Aptus Capital Advisors
Alabama
$72.6M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$72.5M
WANY
61
Wealthspire Advisors (New York)
New York
$72.4M
CAM
62
Cresset Asset Management
Illinois
$71.9M
JP Morgan Chase
63
JP Morgan Chase
New York
$71.6M
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$71.1M
BAAM
65
Baker Avenue Asset Management
California
$69.9M
JIP
66
Jaffetilchin Investment Partners
Florida
$66.1M
SAM
67
Standpoint Asset Management
Arizona
$65.7M
SC
68
Savant Capital
Illinois
$64.1M
BSB
69
Bangor Savings Bank
Maine
$62.2M
BFG
70
Berger Financial Group
Minnesota
$60.7M
SA
71
Scarborough Advisors
Maryland
$60.5M
NC
72
NewSquare Capital
Pennsylvania
$60.3M
LWMT
73
Legacy Wealth Management (Tennessee)
Tennessee
$58.5M
CI
74
CacheTech Inc
Utah
$57.9M
FMP
75
Financial Management Professionals
Texas
$57.3M