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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
BWM
1126
Brown Wealth Management
Illinois
$352K
M&T Bank
1127
M&T Bank
New York
$351K
MA
1128
Montag & Associates
Georgia
$348K
HCMT
1129
Highland Capital Management (Tennessee)
Tennessee
$348K
MA
1130
Modus Advisors
Minnesota
$347K
M
1131
MOTCO
Texas
$347K
ML
1132
Mayport LLC
Massachusetts
$346K
OAM
1133
Oppenheimer Asset Management
New York
$345K
PWM
1134
Peterson Wealth Management
Nevada
$345K
DWA
1135
Delos Wealth Advisors
Texas
$344K
LF
1136
LifeSteps Financial
California
$343K
FA
1137
FC Advisory
Pennsylvania
$343K
AIM
1138
Advyzon Investment Management
Illinois
$342K
SIA
1139
Soltis Investment Advisors
Utah
$340K
SSCA
1140
South Shore Capital Advisors
Massachusetts
$339K
PFGIA
1141
Patriot Financial Group Insurance Agency
Massachusetts
$339K
PIA
1142
Panoramic Investment Advisors
Colorado
$339K
LA
1143
Legacy Advisors
Pennsylvania
$339K
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
$337K
CAM
1145
Costello Asset Management
Pennsylvania
$336K
ACP
1146
Aviance Capital Partners
Florida
$335K
RGF
1147
Retirement Guys Formula
Ohio
$333K
BM
1148
Berman McAleer
Maryland
$333K
CF
1149
Clarity Financial
Texas
$332K
OAP
1150
One Advisory Partners
Kansas
$331K