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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
PS
1251
Pinney & Scofield
Massachusetts
$261K
KA
1252
Kovack Advisors
Florida
$260K
JDLA
1253
J. Derek Lewis & Associates
California
$258K
CWP
1254
Capital Wealth Planning
Florida
$258K
DBIA
1255
Dumont & Blake Investment Advisors
New Jersey
$257K
LS
1256
LCW Services
Virginia
$256K
ACM
1257
Argent Capital Management
Missouri
$255K
SM
1258
Sensible Money
Arizona
$253K
SL
1259
Salomon & Ludwin
Virginia
$253K
2L
1260
25 LLC
Missouri
$252K
PF
1261
Penney Financial
Texas
$252K
SWM
1262
Segment Wealth Management
Texas
$251K
WWMSC
1263
Wagner Wealth Management (South Carolina)
South Carolina
$251K
VV
1264
Verity & Verity
South Carolina
$251K
WI
1265
WBI Investments
New Jersey
$251K
FAC
1266
Financial Advisory Corporation
Michigan
$250K
SRWM
1267
Shira Ridge Wealth Management
California
$250K
RFA
1268
Rollins Financial Advisors
New York
$249K
SW
1269
SMART Wealth
Nebraska
$249K
HNWAG
1270
High Net Worth Advisory Group
Florida
$249K
PWA
1271
Perspective Wealth Advisors
Colorado
$249K
IF
1272
Intrua Financial
Texas
$248K
GWP
1273
Gateway Wealth Partners
Wisconsin
$247K
BPW
1274
Bingham Private Wealth
California
$246K
CFO
1275
Collective Family Office
Pennsylvania
$246K