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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
LB
1326
Legacy Bridge
Iowa
$216K
RWC
1327
Rare Wolf Capital
Washington
$215K
BDFN
1328
Bond & Devick Financial Network
Minnesota
$215K
CP
1329
Capital Planning
Washington
$215K
CWS
1330
Cypress Wealth Services
California
$215K
UB
1331
UMB Bank
Missouri
$214K
SFG
1332
Sovereign Financial Group
Connecticut
$214K
YWM
1333
Yukon Wealth Management
Kansas
$212K
WA
1334
WP Advisors
California
$212K
Fisher Asset Management
1335
Fisher Asset Management
Washington
$211K
MMCM
1336
Murphy & Mullick Capital Management
New York
$209K
MCA
1337
MSH Capital Advisors
Arizona
$209K
VCP
1338
Verus Capital Partners
Arizona
$208K
PG
1339
Prostatis Group
Maryland
$208K
SFC
1340
SYM Financial Corp
Indiana
$206K
BSSFA
1341
Baron Silver Stevens Financial Advisors
Florida
$206K
SCM
1342
Sunbeam Capital Management
Georgia
$205K
DOA
1343
D'Orazio & Associates
Virginia
$205K
VAM
1344
Virtue Asset Management
Illinois
$203K
LI
1345
LifeWealth Investments
Florida
$203K
QWM
1346
Quadcap Wealth Management
Texas
$203K
BWL
1347
Beacon Wealthcare LLC
North Carolina
$202K
NAMNJ
1348
NorthStar Asset Management (New Jersey)
New Jersey
$202K
SMCM
1349
Sky-Mountain Capital Management
Idaho
$201K
JFG
1350
JDM Financial Group
Texas
$199K