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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
CIA
976
Cape Investment Advisory
Georgia
$522K
DADC
977
D.A. Davidson & Co
Montana
$521K
MWA
978
Motive Wealth Advisors
Michigan
$518K
OCG
979
Opus Capital Group
Ohio
$518K
AT
980
American Trust
Kentucky
$518K
TMWM
981
Taylor & Morgan Wealth Management
Michigan
$517K
WCM
982
Weik Capital Management
Pennsylvania
$517K
ECA
983
Elevated Capital Advisors
Utah
$517K
EFL
984
ERn Financial LLC
Wisconsin
$516K
EAM
985
Empirical Asset Management
Massachusetts
$516K
CCP
986
Carmel Capital Partners
California
$515K
WJWM
987
Williams Jones Wealth Management
New York
$513K
RLWM
988
RF&L Wealth Management
Massachusetts
$513K
WCP
989
Wick Capital Partners
Pennsylvania
$512K
CGFA
990
Colton Groome Financial Advisors
North Carolina
$509K
First Trust Advisors
991
First Trust Advisors
Illinois
$508K
PVI
992
Pine Valley Investments
New Jersey
$507K
G
993
Gainplan
Michigan
$506K
TCM
994
Traynor Capital Management
Pennsylvania
$505K
GWM
995
GSB Wealth Management
Connecticut
$505K
MIC
996
Means Investment Company
Maine
$501K
GB
997
Goepper Burkhardt
South Carolina
$499K
MWA
998
Martel Wealth Advisors
Washington
$498K
MYIA
999
Mount Yale Investment Advisors
Colorado
$497K
VAS
1000
Vestmark Advisory Solutions
Massachusetts
$497K