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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
ABC
1076
Associated Banc-Corp
Wisconsin
$398K
FWP
1077
Falcon Wealth Planning
California
$396K
OHWP
1078
Oak Harbor Wealth Partners
North Carolina
$396K
BWP
1079
BSW Wealth Partners
Colorado
$395K
RCA
1080
Riverview Capital Advisers
Massachusetts
$395K
PMG
1081
ProVise Management Group
Florida
$395K
KP
1082
Keel Point
Alabama
$395K
ACM
1083
Aspen Capital Management
Idaho
$394K
PWA
1084
Portus Wealth Advisors
North Carolina
$394K
YAL
1085
Your Advocates Ltd
Texas
$394K
E
1086
Evansbrook
Illinois
$392K
RBC
1087
Romano Brothers & Co
Illinois
$391K
GWSA
1088
Global Wealth Strategies & Associates
Colorado
$390K
KL
1089
Keenan LLC
Massachusetts
$389K
FLA
1090
Financial Life Advisors
Texas
$385K
NB
1091
Nicolet Bankshares
Wisconsin
$383K
PIM
1092
Penobscot Investment Management
Massachusetts
$383K
TWA
1093
TCI Wealth Advisors
Arizona
$383K
SPW
1094
Sonoma Private Wealth
California
$382K
BCMLT
1095
Beacon Capital Management LLC (Tennessee)
Tennessee
$382K
DFA
1096
DHJJ Financial Advisors
Illinois
$381K
ACA
1097
Affinity Capital Advisors
California
$380K
CWM
1098
Cadence Wealth Management
Massachusetts
$376K
SW
1099
SkyOak Wealth
Michigan
$374K
IRP
1100
Investment Research Partners
Pennsylvania
$373K