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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
KJWM
776
Kiley Juergens Wealth Management
Washington
$1.03M +$197K +7,327 +22%
SA
777
Stewardship Advisors
Pennsylvania
$1.02M +$67.6K +2,519 +7%
AWM
778
Accurate Wealth Management
Florida
$1.02M +$324K +12,096 +46%
RSWA
779
Robinson Smith Wealth Advisors
Maine
$1.02M
NEAM
780
New England Asset Management
Connecticut
$1.02M
FA
781
FF Advisors
California
$1.01M
RSWM
782
Robertson Stephens Wealth Management
California
$1.01M -$18.4K -686 -2%
DWP
783
Daymark Wealth Partners
Ohio
$998K +$56.3K +2,100 +6%
CWA
784
Cura Wealth Advisors
Illinois
$993K -$1.07K -40 -0.1%
FTC
785
Farmers Trust Company
Ohio
$990K
CW
786
Curio Wealth
Maryland
$983K
BRWA
787
B. Riley Wealth Advisors
Florida
$970K -$1.4M -52,369 -57%
AWA
788
Argos Wealth Advisors
California
$969K +$134 +5 +0%
GC
789
GatePass Capital
Ohio
$969K +$1.01M +37,778 New
EK
790
Evensky & Katz
Florida
$964K +$805 +30 +0.1%
MCP
791
Mirador Capital Partners
California
$957K +$38.1K +1,422 +4%
CCMG
792
Clark Capital Management Group
Pennsylvania
$956K
KWS
793
Keystone Wealth Services
California
$955K +$1.18K +44 +0.1%
RWM
794
Ritholtz Wealth Management
New York
$955K +$80.3K +2,992 +9%
NCM
795
Novare Capital Management
North Carolina
$952K +$61.6K +2,296 +7%
PMFA
796
Plante Moran Financial Advisors
Michigan
$947K +$27 +1 +0%
JF
797
Joule Financial
Kentucky
$944K -$149K -5,555 -13%
PWM
798
Praetorian Wealth Management
California
$944K +$1.05K +39 +0.1%
ECM
799
Evergreen Capital Management
Washington
$941K -$340K -12,683 -26%
MSS
800
Mitchell Sinkler & Starr
Pennsylvania
$938K +$32.2K +1,200 +3%