We are live on ! Find out more
SCHX icon

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
BIG
901
Brooklyn Investment Group
New York
$693K +$353K +13,165 +95%
DWA
902
Delap Wealth Advisory
Oregon
$688K -$22K -820 -3%
HIC
903
Hartline Investment Corp
Illinois
$687K
JIC
904
Joel Isaacson & Co
New York
$685K +$188 +7 +0%
GA
905
Goldstein Advisors
Wisconsin
$683K +$4.18K +156 +0.6%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$681K +$1.64K +61 +0.2%
LW
907
Linscomb Wealth
Texas
$675K +$706K +26,323 New
AG
908
Ascent Group
Virginia
$671K -$8.56K -319 -1%
LRPA
909
L. Roy Papp & Associates
Arizona
$668K -$71.3K -2,658 -9%
HIM
910
Harbour Investment Management
Washington
$668K
EFG
911
Elevated Financial Group
Indiana
$663K +$9.79K +365 +1%
FFA
912
Fragasso Financial Advisors
Pennsylvania
$660K +$123K +4,593 +22%
MAV
913
Mason & Associates (Virginia)
Virginia
$656K -$2.74K -102 -0.4%
RWM
914
Rockwood Wealth Management
Pennsylvania
$654K +$125K +4,663 +22%
AWA
915
Aaron Wealth Advisors
Illinois
$653K +$1.66K +62 +0.2%
OC
916
Oarsman Capital
Wisconsin
$650K -$30K -1,118 -4%
AFP
917
ATLas Financial Planning
Georgia
$644K +$429 +16 +0.1%
AIM
918
Acropolis Investment Management
Missouri
$643K +$8.34K +311 +1%
GC
919
Gibson Capital
Pennsylvania
$642K
FFM
920
Forum Financial Management
Illinois
$639K +$192K +7,164 +40%
MCC
921
Money Concepts Capital
Florida
$637K +$287K +10,689 +75%
MCWS
922
McKinley Carter Wealth Services
West Virginia
$634K +$349 +13 +0.1%
PPW
923
Pasadena Private Wealth
California
$632K
CSIA
924
Carl Stuart Investment Advisor
Texas
$630K +$659K +24,558 New
VA
925
Vident Advisory
Georgia
$627K +$62.9K +2,346 +11%