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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
PK
726
Pflug Koory
Nebraska
$1.23M +$302K +11,240 +31%
CA
727
Cambridge Advisors
Nebraska
$1.21M +$25.1K +936 +2%
AFA
728
Amicus Financial Advisors
Texas
$1.2M +$1.85K +69 +0.1%
WT
729
Washington Trust
Rhode Island
$1.2M +$1.26M +46,810 New
DT
730
Diversified Trust
Tennessee
$1.2M -$724 -27 -0.1%
APW
731
Aurora Private Wealth
New Jersey
$1.18M
CA
732
Crewe Advisors
Utah
$1.18M +$12.9K +480 +1%
WCM
733
Wealthcare Capital Management
Virginia
$1.17M +$1M +37,325 +444%
CAM
734
Cozad Asset Management
Illinois
$1.17M +$27 +1 +0%
SA
735
Sovran Advisors
California
$1.17M +$128K +4,774 +13%
SPW
736
Signet Private Wealth
Illinois
$1.17M +$35.3K +1,317 +3%
AIMC
737
Alley Investment Management Company
Illinois
$1.17M -$77.4K -2,886 -6%
MFF
738
Michels Family Financial
Texas
$1.16M +$3.33K +124 +0.3%
FWA
739
FSM Wealth Advisors
Ohio
$1.16M +$10.2K +379 +0.8%
MA
740
MONECO Advisors
Connecticut
$1.15M -$200K -7,460 -14%
Russell Investments Group
741
Russell Investments Group
United Kingdom
$1.15M -$548K -20,417 -31%
FWCM
742
Ferguson Wellman Capital Management
Oregon
$1.15M -$2.05M -76,466 -63%
KWA
743
Kondo Wealth Advisors
California
$1.15M
GSEP
744
Golden State Equity Partners
California
$1.15M +$1.2M +44,678 New
HWA
745
HHM Wealth Advisors
Tennessee
$1.14M
PCM
746
Park Capital Management
Wisconsin
$1.14M +$32.8K +1,223 +3%
UIA
747
Ulland Investment Advisors
Minnesota
$1.14M -$25.8K -960 -2%
BWA
748
Beam Wealth Advisors
Louisiana
$1.14M +$133K +4,959 +13%
DAM
749
Directional Asset Management
Illinois
$1.13M +$12.5K +467 +1%
EAM
750
Everstar Asset Management
North Carolina
$1.13M -$3.06K -114 -0.3%