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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
AIP
1101
Avail Investment Partners
Pennsylvania
$373K
PW
1102
Paladin Wealth
Minnesota
$373K
PFS
1103
Prospera Financial Services
Texas
$371K
GLR
1104
Great Lakes Retirement
Ohio
$369K
AA
1105
Advisory Alpha
Michigan
$369K
FW
1106
Fairway Wealth
Ohio
$369K
GBWM
1107
Granite Bay Wealth Management
New Hampshire
$368K
WA
1108
WPG Advisers
Maryland
$368K
BIG
1109
Builder Investment Group
Georgia
$366K
LWM
1110
Lighthouse Wealth Management
Ohio
$364K
FD
1111
Financial Designs
California
$363K
HFA
1112
Hippocratic Financial Advisors
California
$362K
KV
1113
Kickstand Ventures
New York
$362K
DCM
1114
Donaldson Capital Management
Indiana
$362K
AWAG
1115
ARS Wealth Advisors Group
Florida
$359K
WW
1116
Westshore Wealth
California
$359K
PAM
1117
Pegasus Asset Management
New York
$359K
MWM
1118
Mindset Wealth Management
Indiana
$358K
PSA
1119
Plum Street Advisors
Louisiana
$358K
CPCM
1120
Cardinal Point Capital Management
Ontario, Canada
$357K
CG
1121
CFO4Life Group
Texas
$357K
FA
1122
Fiducient Advisors
Illinois
$356K
WA
1123
Waddell & Associates
Tennessee
$354K
SL
1124
Summitry LLC
California
$354K
SIA
1125
SeaBridge Investment Advisors
New Jersey
$354K