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Schwab US Large- Cap ETF

1,533 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

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,533 (-17)

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
1,533
Holders Change
-17
Holders Change %
-1.1%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
99
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
101
Kavar Capital Partners Group
Kansas
$44M +$1.28M +47,608 +3%
QCM
102
Quantinno Capital Management
New York
$42.8M +$1.67M +62,280 +4%
WIA
103
World Investment Advisors
California
$42.2M -$1.31M -48,955 -3%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$40.8M +$6.07M +226,428 +17%
FI
105
FIDELIS iM
Oregon
$40.7M +$2.29M +85,198 +6%
ACA
106
Ascension Capital Advisors
Texas
$40.2M +$9.03M +336,695 +27%
NDSI
107
Newman Dignan & Sheerar Inc
Rhode Island
$40M +$575K +21,417 +1%
FCM
108
Fortis Capital Management
Washington
$38.6M +$4.44M +165,353 +12%
WSFS
109
Wilmington Savings Fund Society
Delaware
$38.5M -$978K -36,470 -2%
WA
110
Waverly Advisors
Alabama
$38.5M +$26.5M +986,495 +192%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$37.9M +$1.25M +46,723 +3%
PRS
112
Pinkerton Retirement Specialists
Idaho
$37.8M -$1.51M -56,136 -4%
DBRC
113
D.B. Root & Company
Pennsylvania
$37.7M +$305K +11,356 +0.8%
MFC
114
Morris Financial Concepts
South Carolina
$37.6M +$1.12M +41,888 +3%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$37.4M -$1.49M -55,546 -4%
MTC
116
Matrix Trust Company
Colorado
$37.2M -$99.3K -3,702 -0.3%
MWM
117
Modera Wealth Management
New Jersey
$37.1M -$1.34M -49,809 -3%
SDWMA
118
Schneider Downs Wealth Management Advisors
Pennsylvania
$36.6M +$197K +7,329 +0.5%
AFS
119
Access Financial Services
Minnesota
$36.6M -$2.47M -91,967 -6%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$36.3M +$261K +9,730 +0.7%
SFA
121
Sequoia Financial Advisors
Ohio
$36.2M -$173K -6,446 -0.5%
VAS
122
Valicenti Advisory Services
New York
$36.1M +$2.05M +76,483 +6%
SFP
123
Sherwood Financial Partners
California
$35.2M -$849K -31,663 -2%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$35.1M +$918K +34,219 +3%
SP
125
Sherman Porfolios
Idaho
$35M +$4.74M +176,730 +15%