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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 99 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

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,533 (-17)

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
-17
Holders Change %
-1.1%
% 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
99
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
FMP
76
Financial Management Professionals
Texas
$57.3M +$929K +34,647 +2%
AWMG
77
Alliance Wealth Management Group
New Jersey
$55.8M -$962K -35,873 -2%
TCM
78
Towercrest Capital Management
Pennsylvania
$55.8M -$962K -35,873 -2%
NFG
79
Northeast Financial Group
Pennsylvania
$54.9M +$4.23M +157,752 +8%
AWM
80
Adams Wealth Management
Utah
$54.1M -$184K -6,860 -0.3%
MWM
81
Modern Wealth Management
Kansas
$54M +$2.37M +88,534 +4%
MSWM
82
McGlone Suttner Wealth Management
Wisconsin
$53.8M -$599K -22,329 -1%
Wells Fargo
83
Wells Fargo
California
$53.8M -$3.92M -146,084 -7%
VNA
84
Valley National Advisers
Pennsylvania
$52.4M +$2M +74,420 +4%
CPIG
85
Chicago Partners Investment Group
Illinois
$51.5M +$2.68M +99,761 +6%
PFA
86
Pure Financial Advisors
California
$51M +$364K +13,586 +0.7%
RDWM
87
Red Door Wealth Management
Tennessee
$49.5M -$1.44M -53,777 -3%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$49.3M +$4.27M +159,192 +9%
BFG
89
Bleakley Financial Group
New Jersey
$49M +$539K +20,100 +1%
UBS AM
90
UBS AM
Illinois
$48.7M +$35.9M +1,338,594 +238%
UCFA
91
United Capital Financial Advisors
Texas
$47.8M -$1.13M -42,050 -2%
RWM
92
RKL Wealth Management
Pennsylvania
$47.7M -$7.67M -285,943 -13%
IAS
93
IMA Advisory Services
Colorado
$47.5M +$1.71M +63,740 +4%
AP
94
Appleton Partners
Massachusetts
$47.4M +$13.3K +494 +0%
SWM
95
SigFig Wealth Management
California
$47M +$7.69M +286,712 +19%
VWA
96
Visionary Wealth Advisors
Illinois
$46.7M +$1.9M +70,883 +4%
RCM
97
Richardson Capital Management
Wisconsin
$46M +$1.29M +48,112 +3%
HI
98
Harbour Investments
Wisconsin
$45.7M +$158K +5,892 +0.3%
CMP
99
Courage Miller Partners
Virginia
$44.5M -$264K -9,855 -0.6%
Raymond James Financial
100
Raymond James Financial
Florida
$44.3M -$8.66M -322,681 -16%