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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
OFG
751
Orcam Financial Group
California
$1.13M +$59.7K +2,224 +5%
WAS
752
Westco Advisory Services
New York
$1.13M -$38.4K -1,430 -3%
OWCM
753
One Wealth Capital Management
Arizona
$1.12M -$6.52K -243 -0.6%
APP
754
Avantax Planning Partners
Iowa
$1.12M +$29.7K +1,109 +3%
BCP
755
Blackhawk Capital Partners
Wisconsin
$1.11M -$13.5M -502,513 -92%
SNPAM
756
St. Nicholas Private Asset Management
Florida
$1.11M +$2.01K +75 +0.2%
SCFS
757
Stewardship Concepts Financial Services
Washington
$1.11M -$16.2K -605 -1%
CWA
758
Clarity Wealth Advisors
California
$1.11M -$39.1K -1,459 -3%
SC
759
Schoolcraft Capital
Colorado
$1.1M -$3.43K -128 -0.3%
CAG
760
Compass Advisory Group
New York
$1.1M +$5.71K +213 +0.5%
BPW
761
BlueDoor Private Wealth
Massachusetts
$1.1M +$58.1K +2,165 +5%
CH
762
CDKV Holdings
Colorado
$1.09M +$1.21K +45 +0.1%
Neuberger Berman Group
763
Neuberger Berman Group
New York
$1.07M
UFA
764
Unify Financial Advisors
Florida
$1.07M -$24.5K -912 -2%
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$236K +8,794 +27%
BFP
766
Birchwood Financial Partners
Minnesota
$1.05M +$2.98K +111 +0.3%
GC
767
Garde Capital
Washington
$1.05M -$878K -32,720 -44%
VFG
768
Victory Financial Group
Texas
$1.05M +$24K +895 +2%
CCWM
769
Cassaday & Co Wealth Management
Virginia
$1.05M -$58.6K -2,186 -5%
NFW
770
Noble Family Wealth
Florida
$1.05M -$3.14K -117 -0.3%
RA
771
RFG Advisory
Alabama
$1.04M +$612K +22,806 +128%
KWA
772
Kingswood Wealth Advisors
California
$1.04M +$471K +17,555 +76%
FCM
773
Firestone Capital Management
Florida
$1.04M +$131K +4,884 +14%
HNB
774
Huntington National Bank
Ohio
$1.04M
TCM
775
Twele Capital Management
Minnesota
$1.03M +$1.23K +46 +0.1%