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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
CFG
826
Citizens Financial Group
Rhode Island
$874K +$75K +2,795 +9%
CA
827
Claro Advisors
Massachusetts
$870K +$15.4K +575 +2%
XF
828
XML Financial
Maryland
$867K -$130K -4,845 -13%
ARC
829
Advisor Resource Council
Texas
$860K +$724 +27 +0.1%
SWM
830
Spire Wealth Management
Virginia
$852K -$8.02K -299 -0.9%
AllianceBernstein
831
AllianceBernstein
Tennessee
$851K -$22.2K -826 -3%
E
832
EntreWealth
Texas
$851K +$2.6K +97 +0.3%
FFO
833
Fiduciary Family Office
Florida
$851K
SFS
834
Security Financial Services
Indiana
$846K +$21.3K +795 +2%
ACM
835
Anfield Capital Management
California
$841K +$2.55K +95 +0.3%
BA
836
Bridgewater Advisors
New York
$839K -$16.5K -616 -2%
ICM
837
Intrepid Capital Management
Florida
$835K +$134 +5 +0%
QPWM
838
Quadrant Private Wealth Management
Pennsylvania
$835K +$430K +16,023 +97%
CWA
839
CM Wealth Advisors
Ohio
$834K
BWP
840
Bernardo Wealth Planning
Pennsylvania
$831K +$10.8K +401 +1%
OCA
841
OpenArc Corporate Advisory
Georgia
$831K +$4.69K +175 +0.5%
SAM
842
SVRN Asset Management
Texas
$831K
CFP
843
Cascade Financial Partners
California
$827K +$49K +1,825 +6%
DWA
844
Davis Wealth Advisors
New Hampshire
$823K +$56.2K +2,094 +7%
VVP
845
Venture Visionary Partners
Ohio
$821K -$9.58K -357 -1%
RW
846
Rede Wealth
Virginia
$815K
WPW
847
Watershed Private Wealth
Illinois
$815K -$4K -149 -0.5%
DIA
848
Dana Investment Advisors
Wisconsin
$809K +$54 +2 +0%
CW
849
CreativeOne Wealth
Kansas
$806K +$382K +14,230 +83%
AFA
850
Arlington Financial Advisors
California
$805K +$339K +12,655 +68%