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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
BIG
901
Brooklyn Investment Group
New York
$693K
DWA
902
Delap Wealth Advisory
Oregon
$688K
HIC
903
Hartline Investment Corp
Illinois
$687K
JIC
904
Joel Isaacson & Co
New York
$685K
GA
905
Goldstein Advisors
Wisconsin
$683K
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$681K
LW
907
Linscomb Wealth
Texas
$675K
AG
908
Ascent Group
Virginia
$671K
LRPA
909
L. Roy Papp & Associates
Arizona
$668K
HIM
910
Harbour Investment Management
Washington
$668K
EFG
911
Elevated Financial Group
Indiana
$663K
FFA
912
Fragasso Financial Advisors
Pennsylvania
$660K
MAV
913
Mason & Associates (Virginia)
Virginia
$656K
RWM
914
Rockwood Wealth Management
Pennsylvania
$654K
AWA
915
Aaron Wealth Advisors
Illinois
$653K
OC
916
Oarsman Capital
Wisconsin
$650K
AFP
917
ATLas Financial Planning
Georgia
$644K
AIM
918
Acropolis Investment Management
Missouri
$643K
GC
919
Gibson Capital
Pennsylvania
$642K
FFM
920
Forum Financial Management
Illinois
$639K
MCC
921
Money Concepts Capital
Florida
$637K
MCWS
922
McKinley Carter Wealth Services
West Virginia
$634K
PPW
923
Pasadena Private Wealth
California
$632K
CSIA
924
Carl Stuart Investment Advisor
Texas
$630K
VA
925
Vident Advisory
Georgia
$627K