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Schwab US Large- Cap ETF

1,514 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 642 increasing their positions, 530 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.15% less ownership

Funds ownership: 47.61%45.46% (-2.1%)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.21B)

Holders
1,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
QCM
101
Quantinno Capital Management
New York
$42.8M
WIA
102
World Investment Advisors
California
$42.2M
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$40.8M
FI
104
FIDELIS iM
Oregon
$40.7M
ACA
105
Ascension Capital Advisors
Texas
$40.2M
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$40M
FCM
107
Fortis Capital Management
Washington
$38.6M
WSFS
108
Wilmington Savings Fund Society
Delaware
$38.5M
WA
109
Waverly Advisors
Alabama
$38.5M
Fidelity Investments
110
Fidelity Investments
Massachusetts
$37.9M
PRS
111
Pinkerton Retirement Specialists
Idaho
$37.8M
DBRC
112
D.B. Root & Company
Pennsylvania
$37.7M
MFC
113
Morris Financial Concepts
South Carolina
$37.6M
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$37.4M
MTC
115
Matrix Trust Company
Colorado
$37.2M
MWM
116
Modera Wealth Management
New Jersey
$37.1M
SDWMA
117
Schneider Downs Wealth Management Advisors
Pennsylvania
$36.6M
AFS
118
Access Financial Services
Minnesota
$36.6M
ATPW
119
Ashton Thomas Private Wealth
Arizona
$36.3M
SFA
120
Sequoia Financial Advisors
Ohio
$36.2M
VAS
121
Valicenti Advisory Services
New York
$36.1M
SFP
122
Sherwood Financial Partners
California
$35.2M
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$35.1M
SP
124
Sherman Porfolios
Idaho
$35M
BAM
125
Belpointe Asset Management
Nevada
$34.4M