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Schwab US Large- Cap ETF

1,514 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 642 increasing their positions, 530 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.15% less ownership

Funds ownership: 47.61%45.46% (-2.1%)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.21B)

Holders
1,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
AWMG
76
Alliance Wealth Management Group
New Jersey
$55.8M
TCM
77
Towercrest Capital Management
Pennsylvania
$55.8M
NFG
78
Northeast Financial Group
Pennsylvania
$54.9M
AWM
79
Adams Wealth Management
Utah
$54.1M
MWM
80
Modern Wealth Management
Kansas
$54M
MSWM
81
McGlone Suttner Wealth Management
Wisconsin
$53.8M
Wells Fargo
82
Wells Fargo
California
$53.8M
VNA
83
Valley National Advisers
Pennsylvania
$52.4M
CPIG
84
Chicago Partners Investment Group
Illinois
$51.5M
PFA
85
Pure Financial Advisors
California
$51M
RDWM
86
Red Door Wealth Management
Tennessee
$49.5M
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$49.3M
BFG
88
Bleakley Financial Group
New Jersey
$49M
UBS AM
89
UBS AM
Illinois
$48.7M
UCFA
90
United Capital Financial Advisors
Texas
$47.8M
RWM
91
RKL Wealth Management
Pennsylvania
$47.7M
IAS
92
IMA Advisory Services
Colorado
$47.5M
AP
93
Appleton Partners
Massachusetts
$47.4M
SWM
94
SigFig Wealth Management
California
$47M
VWA
95
Visionary Wealth Advisors
Illinois
$46.7M
RCM
96
Richardson Capital Management
Wisconsin
$46M
HI
97
Harbour Investments
Wisconsin
$45.7M
CMP
98
Courage Miller Partners
Virginia
$44.5M
Raymond James Financial
99
Raymond James Financial
Florida
$44.3M
KCPG
100
Kavar Capital Partners Group
Kansas
$44M