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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
CWM
851
Chesapeake Wealth Management
Virginia
$794K
TF
852
Trek Financial
Arizona
$794K
KA
853
Klingman & Associates
New York
$789K
EP
854
Edgestream Partners
New Jersey
$788K
4WM
855
49 Wealth Management
Texas
$787K
FFB
856
First Financial Bankshares
Texas
$787K
CFP
857
Catalyst Financial Partners
Massachusetts
$786K
CWA
858
Crux Wealth Advisors
California
$785K
FF
859
Francis Financial
$785K
ACA
860
Atlas Capital Advisors
Wyoming
$784K
PFBT
861
Parkside Financial Bank & Trust
Missouri
$784K
FBB
862
Fulton Breakefield Broenniman
Maryland
$784K
PAW
863
Plan A Wealth
Nebraska
$781K
CIA
864
Covington Investment Advisors
Pennsylvania
$779K
WS
865
Wedbush Securities
California
$776K
WP
866
WealthPLAN Partners
Nebraska
$773K
DI
867
Disciplined Investors
Texas
$770K
HWA
868
HCR Wealth Advisors
California
$761K
TA
869
TrueWealth Advisors
Alabama
$758K
GT
870
Greenleaf Trust
Michigan
$757K
ATI
871
ARK & TLK Investments
Oklahoma
$756K
Wealthfront Advisers
872
Wealthfront Advisers
California
$753K
TWM
873
Tanglewood Wealth Management
Texas
$750K
TCBWMS
874
Texas Capital Bank Wealth Management Services
Texas
$750K
PFA
875
Perryman Financial Advisory
Texas
$749K