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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
PGF
1301
Plan Group Financial
Oklahoma
$232K
IWN
1302
Independent Wealth Network
Iowa
$231K
OC
1303
Oakworth Capital
Alabama
$231K
SSA
1304
Sierra Summit Advisors
Nevada
$230K
DWM
1305
Ducere Wealth Management
California
$228K
BCP
1306
Berkeley Capital Partners
Georgia
$228K
LDB
1307
Lee, Danner & Bass
Tennessee
$228K
MA
1308
MKT Advisors
California
$226K
BMWS
1309
Brady Martz Wealth Solutions
North Dakota
$225K
EWM
1310
Elevation Wealth Management
Minnesota
$225K
PCM
1311
Presidio Capital Management
California
$225K
RIM
1312
RW Investment Management
Idaho
$224K
BB
1313
Busey Bank
Illinois
$224K
BIG
1314
Brookwood Investment Group
Arizona
$223K
CISOA
1315
Capital Investment Services of America
Wisconsin
$222K
SFG
1316
SageGuard Financial Group
Tennessee
$221K
RCP
1317
Roan Capital Partners
Tennessee
$221K
DPI
1318
Diversified Portfolios Inc
Michigan
$221K
AFWM
1319
AMJ Financial Wealth Management
Virginia
$220K
CCT
1320
Capital City Trust
Florida
$219K
EWM
1321
Evercore Wealth Management
New York
$219K
MWM
1322
Mattern Wealth Management
Kansas
$218K
CWA
1323
Centennial Wealth Advisory
Michigan
$217K
AF
1324
Amara Financial
California
$217K
POIA
1325
Pin Oak Investment Advisors
Texas
$217K