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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
CFG
1176
Certior Financial Group
Pennsylvania
$310K
MWC
1177
MKD Wealth Coaches
Michigan
$310K
Invesco
1178
Invesco
Georgia
$310K
NCM
1179
Narwhal Capital Management
Georgia
$308K
FWS
1180
FinDec Wealth Services
California
$308K
WWA
1181
WCG Wealth Advisors
Nevada
$308K
W
1182
WealthCollab
Washington
$307K
EB
1183
Eastern Bank
Massachusetts
$306K
JF
1184
JSF Financial
California
$305K
WA
1185
Waterford Advisors
New York
$304K
SWM
1186
Shakespeare Wealth Management
Wisconsin
$303K
TWM
1187
Tradition Wealth Management
Minnesota
$302K
BEI
1188
Benjamin Edwards Inc
Missouri
$302K
WCL
1189
Wealth Care LLC
Florida
$300K
AWM
1190
Angeles Wealth Management
California
$300K
FWM
1191
Foguth Wealth Management
Michigan
$299K
NEWAS
1192
N.E.W. Advisory Services
Wisconsin
$299K
WF
1193
Warner Financial
Maryland
$299K
SS
1194
Sound Stewardship
Kansas
$297K
CAG
1195
Curtis Advisory Group
California
$297K
BA
1196
Bluesphere Advisors
Pennsylvania
$295K
QP
1197
Quartz Partners
New York
$294K
Koshinski Asset Management
1198
Koshinski Asset Management
Illinois
$294K
PCH
1199
PGIM Custom Harvest
New Jersey
$293K
B
1200
BetterWealth
California
$293K