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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
KJWM
776
Kiley Juergens Wealth Management
Washington
$1.03M
SA
777
Stewardship Advisors
Pennsylvania
$1.02M
AWM
778
Accurate Wealth Management
Florida
$1.02M
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
DWP
783
Daymark Wealth Partners
Ohio
$998K
CWA
784
Cura Wealth Advisors
Illinois
$993K
FTC
785
Farmers Trust Company
Ohio
$990K
CW
786
Curio Wealth
Maryland
$983K
BRWA
787
B. Riley Wealth Advisors
Florida
$970K
AWA
788
Argos Wealth Advisors
California
$969K
GC
789
GatePass Capital
Ohio
$969K
EK
790
Evensky & Katz
Florida
$964K
MCP
791
Mirador Capital Partners
California
$957K
CCMG
792
Clark Capital Management Group
Pennsylvania
$956K
KWS
793
Keystone Wealth Services
California
$955K
RWM
794
Ritholtz Wealth Management
New York
$955K
NCM
795
Novare Capital Management
North Carolina
$952K
PMFA
796
Plante Moran Financial Advisors
Michigan
$947K
JF
797
Joule Financial
Kentucky
$944K
PWM
798
Praetorian Wealth Management
California
$944K
ECM
799
Evergreen Capital Management
Washington
$941K
MSS
800
Mitchell Sinkler & Starr
Pennsylvania
$938K