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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
AIA
801
Alternative Investment Advisors
Florida
$937K
CCC
802
Compass Capital Corp
Massachusetts
$934K
SWA
803
Serenus Wealth Advisors
California
$932K
BIAS
804
Beacon Investment Advisory Services
New Jersey
$931K
KPWS
805
Kestra Private Wealth Services
Texas
$928K
HGWM
806
Horst & Graben Wealth Management
Oregon
$924K
PSB
807
Piscataqua Savings Bank
New Hampshire
$922K
SPIA
808
Steward Partners Investment Advisory
New York
$920K
SSWM
809
Smith Salley Wealth Management
North Carolina
$917K
PEA
810
Park Edge Advisors
Ohio
$914K
RIA
811
Regal Investment Advisors
Michigan
$913K
WFS
812
Walker Financial Services
Kentucky
$912K
NWMG
813
National Wealth Management Group
Ohio
$910K
SAM
814
Summit Asset Management
Tennessee
$910K
MOS
815
MGO One Seven
Ohio
$908K
IPA
816
Investment Planning Advisors
Georgia
$907K
HIG
817
Heritage Investment Group
Florida
$905K
DSC
818
Daytona Street Capital
Missouri
$900K
TA
819
Tactive Advisors
Florida
$893K
MIP
820
Marietta Investment Partners
Wisconsin
$888K
CWA
821
Carolina Wealth Advisors
South Carolina
$887K
LWMI
822
Landmark Wealth Management (Illinois)
Illinois
$887K
LWMNY
823
Landmark Wealth Management (New York)
New York
$883K
CIC
824
Carnegie Investment Counsel
Ohio
$879K
TWA
825
Trellis Wealth Advisors
California
$875K