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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
CWA
1151
Canvas Wealth Advisors
Kansas
$330K
GA
1152
GoalVest Advisory
New York
$327K
CFP
1153
Curran Financial Partners
South Carolina
$327K
RL
1154
Retireful LLC
Michigan
$327K
SFGP
1155
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$327K
PWM
1156
PTM Wealth Management
United States
$325K
CT
1157
Clearstead Trust
Maine
$325K
LOWM
1158
Laurel Oak Wealth Management
New Jersey
$325K
FC
1159
Fusion Capital
South Carolina
$325K
PCM
1160
Palouse Capital Management
Washington
$324K
SCA
1161
Snowden Capital Advisors
New York
$324K
RI
1162
Rinkey Investments
California
$323K
TPWA
1163
TRUE Private Wealth Advisors
Oregon
$321K
SCA
1164
Stonebridge Capital Advisors
Minnesota
$321K
HR
1165
Howe & Rusling
New York
$320K
CPA
1166
Capital Planning Advisors
California
$318K
CA
1167
Calton & Associates
Florida
$318K
CPC
1168
Consolidated Planning Corp
Georgia
$317K
MBFW
1169
Morton Brown Family Wealth
Pennsylvania
$317K
BCA
1170
Bay Colony Advisors
Massachusetts
$317K
TIA
1171
Tiemann Investment Advisors
California
$317K
DIS
1172
Diversified Investment Strategies
Louisiana
$316K
BWP
1173
Burling Wealth Partners
Illinois
$314K
W
1174
Wealthquest
Ohio
$313K
ST
1175
Smithfield Trust
Pennsylvania
$311K