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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
AIA
801
Alternative Investment Advisors
Florida
$937K -$74.2K -2,765 -7%
CCC
802
Compass Capital Corp
Massachusetts
$934K +$14.2K +529 +2%
SWA
803
Serenus Wealth Advisors
California
$932K
BIAS
804
Beacon Investment Advisory Services
New Jersey
$931K -$31.2K -1,162 -3%
KPWS
805
Kestra Private Wealth Services
Texas
$928K -$66.2K -2,466 -6%
HGWM
806
Horst & Graben Wealth Management
Oregon
$924K -$28K -1,042 -3%
PSB
807
Piscataqua Savings Bank
New Hampshire
$922K
SPIA
808
Steward Partners Investment Advisory
New York
$920K +$5.88K +219 +0.6%
SSWM
809
Smith Salley Wealth Management
North Carolina
$917K -$1.64K -61 -0.2%
PEA
810
Park Edge Advisors
Ohio
$914K -$80.3K -2,994 -8%
RIA
811
Regal Investment Advisors
Michigan
$913K +$6.54K +244 +0.7%
WFS
812
Walker Financial Services
Kentucky
$912K -$402 -15 -0%
NWMG
813
National Wealth Management Group
Ohio
$910K -$751 -28 -0.1%
SAM
814
Summit Asset Management
Tennessee
$910K
MOS
815
MGO One Seven
Ohio
$908K +$257K +9,562 +37%
IPA
816
Investment Planning Advisors
Georgia
$907K +$127K +4,738 +15%
HIG
817
Heritage Investment Group
Florida
$905K
DSC
818
Daytona Street Capital
Missouri
$900K +$2.39K +89 +0.3%
TA
819
Tactive Advisors
Florida
$893K +$126K +4,695 +16%
MIP
820
Marietta Investment Partners
Wisconsin
$888K -$120K -4,482 -11%
CWA
821
Carolina Wealth Advisors
South Carolina
$887K -$99.9K -3,725 -10%
LWMI
822
Landmark Wealth Management (Illinois)
Illinois
$887K +$7.38K +275 +0.8%
LWMNY
823
Landmark Wealth Management (New York)
New York
$883K +$304K +11,349 +49%
CIC
824
Carnegie Investment Counsel
Ohio
$879K -$379K -14,114 -29%
TWA
825
Trellis Wealth Advisors
California
$875K