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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
CWM
851
Chesapeake Wealth Management
Virginia
$794K
TF
852
Trek Financial
Arizona
$794K +$122K +4,546 +17%
KA
853
Klingman & Associates
New York
$789K
EP
854
Edgestream Partners
New Jersey
$788K -$513K -19,110 -38%
4WM
855
49 Wealth Management
Texas
$787K +$824K +30,712 New
FFB
856
First Financial Bankshares
Texas
$787K +$40.4K +1,507 +5%
CFP
857
Catalyst Financial Partners
Massachusetts
$786K -$15K -560 -2%
CWA
858
Crux Wealth Advisors
California
$785K +$2.36K +88 +0.3%
FF
859
Francis Financial
$785K
ACA
860
Atlas Capital Advisors
Wyoming
$784K +$821K +30,591 New
PFBT
861
Parkside Financial Bank & Trust
Missouri
$784K +$1.53K +57 +0.2%
FBB
862
Fulton Breakefield Broenniman
Maryland
$784K -$74.3K -2,770 -8%
PAW
863
Plan A Wealth
Nebraska
$781K +$145K +5,422 +22%
CIA
864
Covington Investment Advisors
Pennsylvania
$779K -$114K -4,242 -12%
WS
865
Wedbush Securities
California
$776K +$172K +6,401 +27%
WP
866
WealthPLAN Partners
Nebraska
$773K +$14.4K +536 +2%
DI
867
Disciplined Investors
Texas
$770K -$12.7K -474 -2%
HWA
868
HCR Wealth Advisors
California
$761K +$29.8K +1,111 +4%
TA
869
TrueWealth Advisors
Alabama
$758K
GT
870
Greenleaf Trust
Michigan
$757K -$5.1K -190 -0.6%
ATI
871
ARK & TLK Investments
Oklahoma
$756K -$22.1K -822 -3%
Wealthfront Advisers
872
Wealthfront Advisers
California
$753K +$494K +18,418 +168%
TWM
873
Tanglewood Wealth Management
Texas
$750K +$27 +1 +0%
TCBWMS
874
Texas Capital Bank Wealth Management Services
Texas
$750K
PFA
875
Perryman Financial Advisory
Texas
$749K +$3.3K +123 +0.4%