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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
CFG
826
Citizens Financial Group
Rhode Island
$874K
CA
827
Claro Advisors
Massachusetts
$870K
XF
828
XML Financial
Maryland
$867K
ARC
829
Advisor Resource Council
Texas
$860K
SWM
830
Spire Wealth Management
Virginia
$852K
AllianceBernstein
831
AllianceBernstein
Tennessee
$851K
E
832
EntreWealth
Texas
$851K
FFO
833
Fiduciary Family Office
Florida
$851K
SFS
834
Security Financial Services
Indiana
$846K
ACM
835
Anfield Capital Management
California
$841K
BA
836
Bridgewater Advisors
New York
$839K
ICM
837
Intrepid Capital Management
Florida
$835K
QPWM
838
Quadrant Private Wealth Management
Pennsylvania
$835K
CWA
839
CM Wealth Advisors
Ohio
$834K
BWP
840
Bernardo Wealth Planning
Pennsylvania
$831K
OCA
841
OpenArc Corporate Advisory
Georgia
$831K
SAM
842
SVRN Asset Management
Texas
$831K
CFP
843
Cascade Financial Partners
California
$827K
DWA
844
Davis Wealth Advisors
New Hampshire
$823K
VVP
845
Venture Visionary Partners
Ohio
$821K
RW
846
Rede Wealth
Virginia
$815K
WPW
847
Watershed Private Wealth
Illinois
$815K
DIA
848
Dana Investment Advisors
Wisconsin
$809K
CW
849
CreativeOne Wealth
Kansas
$806K
AFA
850
Arlington Financial Advisors
California
$805K