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Schwab US Large- Cap ETF

1,532 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
1,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
OFG
751
Orcam Financial Group
California
$1.13M
WAS
752
Westco Advisory Services
New York
$1.13M
OWCM
753
One Wealth Capital Management
Arizona
$1.12M
APP
754
Avantax Planning Partners
Iowa
$1.12M
BCP
755
Blackhawk Capital Partners
Wisconsin
$1.11M
SNPAM
756
St. Nicholas Private Asset Management
Florida
$1.11M
SCFS
757
Stewardship Concepts Financial Services
Washington
$1.11M
CWA
758
Clarity Wealth Advisors
California
$1.11M
SC
759
Schoolcraft Capital
Colorado
$1.1M
CAG
760
Compass Advisory Group
New York
$1.1M
BPW
761
BlueDoor Private Wealth
Massachusetts
$1.1M
CH
762
CDKV Holdings
Colorado
$1.09M
Neuberger Berman Group
763
Neuberger Berman Group
New York
$1.07M
UFA
764
Unify Financial Advisors
Florida
$1.07M
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$1.06M
BFP
766
Birchwood Financial Partners
Minnesota
$1.05M
GC
767
Garde Capital
Washington
$1.05M
VFG
768
Victory Financial Group
Texas
$1.05M
CCWM
769
Cassaday & Co Wealth Management
Virginia
$1.05M
NFW
770
Noble Family Wealth
Florida
$1.05M
RA
771
RFG Advisory
Alabama
$1.04M
KWA
772
Kingswood Wealth Advisors
California
$1.04M
FCM
773
Firestone Capital Management
Florida
$1.04M
HNB
774
Huntington National Bank
Ohio
$1.04M
TCM
775
Twele Capital Management
Minnesota
$1.03M